Putting relationship back in CRM.

The leading wealth management CRM purpose-built for advisors, Practifi transforms how financial professionals connect with and grow their client base.

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The CRM made for you — and by you

Practifi is purpose-built to address the nuanced challenges of financial advisory firms, but we don’t stop there. We work closely with you to identify specfic solutions you need to meet business goals — or build them if they don’t exist.

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Practifi wealth management performance optimization platform and CRM

Leveraging AI to supercharge relationships

We’re taking a strategic approach to integrating AI, ensuring that it’s deployed where it adds clear, measurable value and enhances the advisor-client relationship — without compromising the human touch that is at the heart of wealth management.

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Powering the new age of firm growth

The best growth opportunities are the ones right in front of you. Practifi helps you capitalize on them with intuitive automation and robust reporting so that you can make the next-best, data-driven decision.

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Client experience, (over)delivered

Have better conversations by focusing on what matters most to your clients. Enhanced data points surface need-to-know and nice-to-know information, so you can deliver the personalized experience clients are looking for — every time.

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Partnership beyond support

We believe all relationships matter — especially the ones with our clients. We’re committed to working closely with you to find solutions to your challenges or build them if they don’t exist.

In-house teams

Skip the hassle of third-party consultants. Our team will work diligently to get your team migrated, trained and using Practifi as soon as possible.

Client-inspired innovation

We draw inspiration from advisor feedback, building our roadmap, features, and workflows to solve the key challenges wealth management professionals face.

Commitment to delivering value

With five annual product releases, deep integrations and a true commitment to your success, Practifi seamlessly supports every angle of your client relationships.

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Own your relationships. Own your growth. Own your future.

Growth opportunities are plentiful for advisors positioned to capitalize on them. But doing so requires taking distinct ownership of both current and future relationships and the technology enabling these relationships to flourish.

Practifi is the CRM bulit to turn today’s relationships into tomorrow’s growth.

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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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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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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Thousands of users love Practifi

“We have achieved a high rate of adoption, making a significant shift and Practifi is at the center of it all. We have never been stronger as a firm.”

Eric Perkins

Chief Operating Officer
Trilogy Financial

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“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

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“The team at Practifi has hleped us understand where our data was, guided us through the process and ensured it aligned with our operational needs.”

Zane Keller

Director of Strategic Initiatives
First Foundation Advisors

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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