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Practifi

Power more possibilities.

Practifi is the performance optimization platform that transforms data into insights, action and excellence at scale.

We help wealth management firms go beyond traditional CRMs and redefine what’s possible.

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CRM, reinvented

Unlike traditional CRMs, Practifi unifies your team, data and best-in-class tools to give the visibility and oversight you need to drive your organization forward. Our enterprise workflow engine, open API and robust analytics centralizes data sources to maximize actions and insights.

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Practifi wealth management performance optimization platform and CRM
Practifi wealth management performance optimization platform and CRM

Where power meets purpose

When you partner with Practifi, you benefit from technology that’s built on Saleforce and driven by our deep understanding of the wealth industry. Our team of industry experts is devoted to outpacing the standard rate of innovation — pioneering bold ideas that power the future of wealth management.

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Industry award-winning technology

Practifi has been recognized as one of the best platforms in the industry, earning high accolades for our intelligent platform design and innovative features.

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Partnership beyond support

We believe that partnership means more than just picking up the phone when something goes wrong. Our team is committed to working closely with clients to find solutions to their challenges–or build them if they don’t exist.

In-house teams

Skip the hassle of third-party consultants—our in-house teams can configure your platform and build customized solutions for your business.

Client-inspired innovation

We listen to our clients and draw inspiration from their feedback and needs—rolling out features that solve challenges for everyone.

Commitment to delivering value

We act as your trusted advisor to understand your unique challenges and goals, finding ways to continually deliver exceptional value.

Achieve peak performance

Practifi empowers organizations to identify the drivers of their success and amplify it. Our comprehensive features enhance operational efficiency, data quality and platform adoption – all within an intuitive user experience.

Smart automation

Automatically manage dates, alerts, processes, marketing and more in one place.

Compliance management

Track every email, document, meeting, and note for rich client records in one secure location.

Open API

Connect with the best tools available at no additional cost with our open API.

Pipeline tracking

Watch deals flourish in our rich, industry-specific pipeline management engine.

Enterprise workflow engine

Unlock pre-built workflows for account openings, annual client reviews, and more.

Salesforce AppExchange

Choose from more than 3,000 integrations to create your perfect tech stack.

Centers of Influence (COI)

Segment and manage referral sources efficiently with quantifiable detail.

Analytics and reporting

Monitor team productivity, sales performance and revenue tracking, all in real-time.

Mobility

Access client details, complete tasks, start processes, and more with our rich mobile app.

Integrations to shape your ideal tech stack

Our industry-leading integrations centralize your data and tools, creating the visibility and connectivity you need to excel across the organization.

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Practifi wealth management performance optimization platform and CRM

Commitment to client success

We put your success at the core of everything we do. Our dedicated team acts in the best interest of our clients bringing them into conversations about product innovations, advocating on their behalf to integration partners and challenging them when we see opportunities for improvement.

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Thousands of users love Practifi

“Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership.”

Kyle Wesley

Chief Digital Officer
Bleakley Financial Group

“I truly appreciate the relationship we’ve built and feel like we’re always helping improve the product in all the different ways we’re using the tool. We love our partnership with Practifi.”

Sarah Ellis

Client Experience Manager, Morton Capital management

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“Working with the Practifi team has resulted in a highly customized version of our platform that enables our business partners and clients to interact with our team in an intuitive, user-friendly way. The result has been a simple solution for a complex set of challenges that has improved our client relationships and interactions dramatically.”

Adam Silverman

Head of Private Mortgage, Focus Financial Partners

Join these visionary financial firms and power more possibilities with Practifi.

Get started today.

Our team is ready to partner with you to redefine what’s possible. Let’s start today.

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