See how Practifi’s powerful business management platform in action.
Practifi is more than a virtual rolodex.
Our full-service business management platform unifies client data, mobilizes powerful insights, automates tedious processes, and uncovers opportunities for growth across your entire organization.
Pipeline tracking
Watch deals flourish in our rich, industry-specific pipeline management tool.
Enterprise workflow engine
Unlock pre-built workflows for account openings, annual client reviews, and more.
Analytics and reporting
Monitor team productivity, sales performance, and revenue tracking, all in real-time.
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.
Centers of influence
Efficiently segment and manage referral sources down to the quantifiable details.
Get in touch with us today to find out how our business management platform can help unify your operations, empower your advisors, and accelerate your growth.
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
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