Unify your firm with our award-winning role-based apps
Practifi’s role-based apps align and empower wealth management teams to provide exceptional client experiences.
Strengthen client relationships
The Advisor app surfaces important client information and helps advisory teams build stronger relationships. Detailed client overviews and real-time dashboards help advisors gain essential insights and follow up with clients quickly.
Service clients efficiently
The Client Service app helps client support teams ensure a smooth and consistent client experience. Reminders of upcoming reviews and overdue tasks help support teams prioritize client work efficiently.
View top-down firm performance
The Management app gives leadership a top-down summary of firm performance. In addition to revenue and client growth, managers can view each division’s productivity, pipeline progression, and revenue per advisor to make sure everything’s on track.
Drive inorganic growth
The Business Development app makes it easy to manage the full acquisition life cycle in a single, unified platform. Unify growth activities, increase efficiency with repeatable processes and identify ideal acquisition targets for the firm.
Our role-based apps won Outstanding Achievement in CRM at the WealthManagement.com Industry Awards
Proactively mitigate risk
Identify and manage risk proactively with the Compliance app. Compliance teams can monitor upcoming deliverables, act quickly on overdue items, follow up with advisors when key information is missing, and report on team performance.
Simplify data management
Access all firm data in one convenient location with the Data Management app. Admins and technical staff can create filtered lists, import or export data, remove duplicates and edit data at scale.
Create data-driven campaigns
The Marketing app allows marketing professionals to access the data they need to create data-driven campaigns. Build segmented lists, create meaningful connections with clients and prospects, and track performance across the full customer lifecycle.
Note: The Marketing app is available as part of our Practifi Promote subscription. Speak to a member of our team to learn more.
