Scale your client relationships with confidence
As your client base grows, our suite of add-ons helps you scale the same personalized experience and attention to detail that built your reputation.
Practifi Protect
For your cybersecurity needs
Practifi Promote
For your marketing needs
Practifi Portals
For your client portal needs
Practifi Sandbox
For your product testing needs
Trust is the foundation of every advisor-client relationship. Practifi Protect provides enterprise-level security so you can focus on building connections, not worrying about data breaches.
Turn satisfied clients into referral champions. Practifi Promote helps you craft personalized, data-driven campaigns that strengthen existing relationships while attracting the next generation of investors.
Book some time with a member of the Practifi team today.
Give clients the modern, integrated experience they expect. Practifi Portals brings together all their important financial information in one customizable hub, making every interaction feel effortless and professional.
Stay ahead of industry evolution with a safe space to test innovations. Practifi Sandbox lets you experiment with new workflows and features before rolling them out to clients, because leading firms never stop improving.
Practifi add-ons are available with a standard Practifi subscription. Reach out to a member of our team or contact your CSM to learn which add-ons are useful for your firm.
Practifi is the leading CRM purpose-built for wealth management.
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