"We're more than a CRM; Practifi is the business management platform powering growing financial advice firms around the world. Bring your business together with Practifi."
Practifi is the business management platform powering growing financial advice firms around the world by unifying and simplifying operations. Secure, reliable and massively scalable, Practifi's well-designed platform helps firms unlock new insights, manage their pipeline, monitor compliance and build deep client relationships.
Practifi allows various members of the firm to view assigned clients, key dates, tasks, and workflows unique to each team member based on his or her role. The 360 View and live feed keeps everyone on top of ongoing service commitments, interactions, key dates, revenue, affiliated client entities and more. Segment and manage client lists with extreme precision; Practifi allows your firm to organize client information in a way that works for you. Plus, with our unique relationship view, firms can easily view relationships between clients and client entities, which enables you to identify influencers and new business opportunities.
Regional Restrictions: Australia, New Zealand, United States
Practifi is commonly used alongside:
Users of Practifi typically include:
Our open platform is capable of integrating with a variety of existing business tools via our API.
Yes, our client's success is at the core of everything we do. When you sign on with us, you'll receive premium support with a dedicated Client Success Manager and Solution Engineer looking after your implementation and ongoing training. We also provide a support portal containing a knowledgebase with how-to documentation, admin guides, and an ideas community where client-led continuous innovation really shines.
Yes, Practifi has multi-user (teams) capabilities.
Practifi is a business management platform, as it allows users to go beyond the constraints of a traditional CRM. Practifi is used as a "single source of truth" for client records and interactions, as it unifies disparate systems for easier business management and streamlined operations. Clients also leverage the workflow automation tools, centers-of-influence insights, pipeline management capabilities, and the 360-view of client interactions.
Yes, Practifi offers an API.