Built for growth.
Practifi is the business management platform powering growing financial advice firms around the world.
Manage your pipeline, automate operations, monitor compliance and build deep client relationships, effortlessly.
Practifi makes financial compliance seamless, with smart data capture, comprehensive process control and real-time monitoring. Track ongoing service commitments, produce fee disclosure and opt-in communications and monitor critical dates, for all types of client entities.
Whether you’re self-licensed or aligned, our real-time reporting gives you the confidence to pass the most rigorous of audits. Practifi gives you back precious time, so you can focus on growth.
With Practifi, you can tear down the barriers to efficiency by automating workflows, collaborating in real time and integrating every critical data point. Your team members have exactly the information they need, when they need it.
For the first time, advice firms can streamline every step in the revenue cycle; from generating new business, to onboarding clients, conducting reviews, and managing ongoing service arrangements. Practifi helps you grow a profitable advice business.
Siloed legacy systems impede growth. Connecting client information across all your lines of business uncovers revenue opportunities, new sources of referrals and potential “centres of influence”.
Practifi is the information hub that connects every aspect of the 360° relationship you have with your clients. Get complete visibility of every client, partner and provider across your business. Get the insights you need to focus on your most important objective: growth.
Compliance controls are tightening, fees are under pressure, yet clients expect more than ever. You need a genuine technology partner to help you succeed and grow a great advice business. Unlock the data trapped in disparate platforms and accelerate your growth.
Move beyond the constraints of traditional CRM. Comprehensive business management features integrated into an intuitive user experience.
We’re constantly integrating the best business and advice tools to eliminate rekeying, reduce risk and build your growth.
Sign on with our Premium Support service and have a dedicated Success Manager and Solution Engineer looking after your every need.
In a rapidly changing environment, staff training is critical. Your Success Manager ensures your team never miss out on new features and tips.
No one knows advice firms better than advisers. That’s why our continuous innovation is driven by client feedback and requests.
Shared knowledge is a powerful thing. Your Practifi subscription gives you access to our exclusive client events to build your growth further.
“Practifi has changed my professional life. I was always hoping it would be the centre of my firm for the next three decades and that hope has been exceeded by my reality so far. Finally, we are creating the advice machine I’ve always wanted.”
“After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’ the business than ‘in’ the business.”
“I’ve been working with Practifi for a little over 12 months and it’s been a total game changer for my business. We’ve increased efficiency, are managing our workload more effectively and are making sure we’re sticking to our compliance all at the same time.”
We make it easy. Now you can have all of the Practifi support and resources you’ll ever need for one affordable price.
As a Practifi client, you’ll have 24/7 access to our online Success Portal, where you can submit tickets and search the knowledgebase for fast and simple access to the answers you need.
You’ll also have access to a Client Success Manager as your point of contact and expert on all things Practifi. They’ll work with you to understand your business and ensure you’re getting sustained and expanded value from Practifi.
No. Your subscription contains everything you need in order to use Practifi in the wild. Access to the Salesforce platform is embedded as part of your Practifi subscription.
If there are changes you want made within your Practifi instance that are beyond the scope of included support, we can assist you with scoping the work required and we can offer you custom development services on a time and materials basis.
Our team are experts in Practifi and provide technical services to the financial advice firms every day, so they are perfectly placed to help bring your custom vision to life.
If you need to add additional users to your subscription, those users are added to your existing contract term and we’ll bill you for them only for the remaining contract period.
If you wish to reduce the number of users on your subscription, you can do this at your contract renewal time.
Your Practifi subscription is an annual commitment. You can opt to be billed on either an annual or quarterly basis.
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