Smarter Tools.

Stronger Relationships.

With AI built right into your CRM, you get insights that drive action, helping your team focus less on tasks and more on the people beind them.

Not Just Data Management,

Your Growth Engine

A unified, detailed view of every client brings together demographics, assets, goals, and engagement history in one secure platform.

Identify new opportunities, deliver more personalized advice, and strengthen long-term relationships.

The Backbone of a Unified Firm

Gain a better understanding of your clients and your firm with data that flows seamlessly across people and systems.

With bespoke apps for every team and integrations with industry-leading partners, Practifi provides a single source of truth, giving your team 100% confidence in every decision they make.

The Engine Behind

Effortless Operations

Leverage AI to automate foundational processes at the heart of advisory work.

From client onboarding to account opening, money movements, and review scheduling – every step is streamlined, tracked, and transparent.

Faster Access to the

Insights You Need

Unify your client data and surface meaningful insights that empower advisors to provide personalized, timely advice.

Our AI-powered intelligent tools, along with clear data visualization and reporting, provide the clarity needed to make informed decisions and build stronger relationships—without adding complexity.

Is your current CRM holding your business back?

Take our quiz to find out.

All the features you need to achieve peak performance

Leveraging the best of Salesforce Lightning, Practifi takes wealth management to the next level with features and capabilities created specifically for the industry.

AI-Powered Automation

Use AI to create workflows, record & synthesize notes, initiate tasks, and more.

Pipeline tracking

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

Centers of influence (COI)

Segment and manage referral sources efficiently with quantifiable detail.

Compliance management

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

Mobility

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

Analytics & Reporting

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

Open API

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

Advanced Integrations

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

Enterprise workflow engine

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

Transform your tech stack with platform add-ons

Practifi Promote

Craft data-driven marketing campaigns by giving your marketing teams access to the Marketing app and Salesforce Campaign Object.

Practifi Portal

Amplify the value of your advice with customizable client portals that bring together your client’s most important financial information.

Practifi Sandbox

Test product upgrades, train your teams prior to product changes and reduce risk with a separate and secure Practifi environment.

Practifi Protect

Elevate your approach to cybersecurity with an additional layer of protection for cyberattacks, breaches and audits.

Practifi Intelligence

Bring the power of AI into the heart of your CRM, transforming how advisors manage client relationships and firm operations.

Want to learn more?

See how Practifi can make you unforgettable to every client. Book your demo today.