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Built for growth.

Practifi is the business management platform powering growing financial advice firms around the world.

We’re more than your average CRM. Unlock new insights, manage your pipeline, automate operations, monitor compliance and build deep client relationships, effortlessly.

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Join these visionary financial advisors. Grow with Practifi.

Built for scalability

Designed and built for the needs of growing RIAs, family offices and broker-dealers. We unify data from all your sources, driving every aspect of your business forward.

Automate workflows, integrate industry solutions to allow yourself to focus on innovation, onboarding new clients, or just more opportunity to enjoy your time. Build the advice firm you’ve always imagined by simplifying the complex.

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A new level of efficiency & compliance

With Practifi, you can tear down the barriers to efficiency with automated workflows, comprehensive process control, smart data capture, and real-time monitoring & collaboration. Your team members have exactly the information they need, when they need it because we help you unify every critical data point.

For the first time, advice firms can streamline every step of the workflow, from generating new business, to onboarding clients, conducting reviews, and managing ongoing service arrangements. Practifi helps you grow a profitable and compliant advice business.

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Grow your business 360º

Siloed legacy systems impede growth. Connecting client information across all your lines of business uncovers revenue opportunities, new sources of referrals and potential “centres of influence”.

Practifi is the information hub that connects every aspect of the 360° relationship you have with your clients. Get complete visibility of every client, partner and provider across your business. Get the insights you need to focus on your most important objective: growth.

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A new standard in technology partnership

Compliance controls are tightening, fees are under pressure, yet clients expect more than ever. You need a genuine technology partner to help you succeed and grow a great advice business.  Unlock the data trapped in disparate platforms and accelerate your growth.

Highly Scalable

Technology decisions made today impact your business for years to come. Whether your team numbers one or thousands, we’re here to help you grow.

Global Reach

Connect to a global knowledge network through our clients and partners. Learn best practice from the advice industry around the world.

Deep Expertise

With deep and broad roots across financial services and technology, the Practifi team applies decades of first-hand knowledge to every design decision.

Powerful business management to help you grow

Move beyond the constraints of traditional CRM. Comprehensive business management features integrated into an intuitive user experience.

Client 360

See every aspect of your client relationships at a glance. Manage key dates, interactions, revenue and opportunities from a rich client view.

Compliance management

Maintain a rich client record capable of meeting strict regulatory standards. Every note, meeting, email and document all in one secure location.

Pipeline management

Configure your sales process and watch prospects and opportunities flourish in our rich, industry-specific pipeline management engine.

Time tracking

Capture every minute spent to determine the cost to serve your clients and calculate profitability. Connect to invoicing systems for seamless reconciliations.

Smart automation

More than just tasks and processes, Practifi automation manages dates, alerts, compliance commitments, marketing and more.

Centers of influence (COI)

Client and partner referrals are the richest source of new business for advisers. Segment and manage referral sources with quantifiable detail.

Email and calendars

Whether you prefer Office 365 or Gmail, our turn-key email and calendar integrations make tracking every client conversation simple.

Analytics and reporting

Monitor every aspect of your advice firm in real time, from sales performance and service delivery to compliance, revenue tracking and more.

Enterprise workflow

Design and control every process, from fact-find to finance, communication to compliance with our powerful enterprise workflow engine.

Team collaboration

Avoid delays by communicating in real time on the client record. From social groups to client needs, in the office or on the go, collaboration is a breeze.

Portfolios and policies

With assets, liabilities, portfolio holdings, insurance policies and benefits, our deep industry data model tracks detailed client financials.


Manage your business from wherever you are with a responsive web app optimised for desktop or tablet, plus a rich smartphone app.

Continuous innovation

You don’t stand still, and your software shouldn’t either. Three major, client-led product releases every year ensure you have the tools to grow.

Onboarding service

Switching systems should be easy, so we offer a comprehensive onboarding service free with our premium support packages.

Open APIs

Integration is critical to advice technology and we’re passionate advocates. We connect with the best tools available and we don’t charge for access.

Integrations to create your own technology mix

We’re constantly integrating the best business and advice tools to eliminate rekeying, reduce risk and build your growth.

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Your success at our core

Dedicated team

Sign on with our Premium Support service and have a dedicated Success Manager and Solution Engineer looking after your every need.

Ongoing training

In a rapidly changing environment, staff training is critical. Your Success Manager ensures your team never miss out on new features and tips.

Client led

No one knows advice firms better than advisors. That’s why our continuous innovation is driven by client feedback and requests. 

Networking events

Shared knowledge is a powerful thing. Your Practifi subscription gives you access to our exclusive client events to build your growth further.

Talk to a member of our team

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.”

Chief Digital Officer, Bleakley Financial Group

“After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’ the business than ‘in’ the business.”


“Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations.”

Senior Partner & Chief Operating Officer, Mercer

Get started with Practifi today.

We make it easy. Now you can have all of the Practifi support and resources you’ll ever need.

What does a subscription include?

  • Free upgrades

  • Knowledgebase access

  • Free onboarding

  • Technical configuration & ongoing training

  • Annual health check

Contact Us for Pricing

What support is provided as part of our Practifi subscription?

As a Practifi client, you’ll have 24/7 access to our online Success Portal, where you can submit tickets and search the knowledgebase for fast and simple access to the answers you need.

You’ll also have access to a Client Success Manager as your point of contact and expert on all things Practifi. They’ll work with you to understand your business and ensure you’re getting sustained and expanded value from Practifi.

Do I need to buy a Salesforce subscription in addition to my Practifi one?

No. Your subscription contains everything you need in order to use Practifi in the wild. Access to the Salesforce platform is embedded as part of your Practifi subscription.

What if I want to customize my Practifi instance?

If there are changes you want made within your Practifi instance that are beyond the scope of included support, we can assist you with scoping the work required and we can offer you custom development services on a time and materials basis.

Our team are experts in Practifi and provide technical services to the financial advice firms every day, so they are perfectly placed to help bring your custom vision to life.

What if I want to increase or decrease the number of users during my subscription?

If you need to add additional users to your subscription, those users are added to your existing contract term and we’ll bill you for them only for the remaining contract period. 

If you wish to reduce the number of users on your subscription, you can do this at your contract renewal time.

How does billing work?

Your Practifi subscription is an annual commitment. You can opt to be billed on either an annual or quarterly basis.

Keep up with the latest news & insights

There’s always plenty going on at Practifi! Stay up to date with our product releases, partnership announcements, awards and industry-leading thoughts.

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