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The single, unified workspace for your firm

Practifi brings together all the tools and information you need to reduce compliance risk, deliver exceptional client experiences and scale sustainably.

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One source of truth

Unify your teams and data in one platform for your entire firm.

Bespoke apps for financial advisers and client service, compliance, marketing and management teams display information relevant to each user and enable teams to share data collaboratively.

 

Practifi wealth management performance optimization platform and CRM

Gain insights and take action quickly

View your most important items of the day and progress towards goals with a personalised home dashboard.

Act quickly on time-sensitive items and follow up on overdue tasks and client deliverables.

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Deliver exceptional client experiences

Provide exceptional advice by having access to clients’ financials, service agreements, goals and notes in one place.

Detailed client overviews allow you to see FUM, active services, open tasks and recent interactions so you always know the status of each client.

Automate task management

Automate and scale task management with a powerful workflow engine capable of handling complex, multi-outcome processes.

Leverage pre-built workflows for account openings, annual reviews and new onboardings so you don’t have to start from scratch.

Track key performance metrics

Enjoy a top-down view of team, division and adviser productivity with customisable reports and performance dashboards.

Identify your most profitable clients and monitor the financial health of your firm.

Reduce compliance risk

Feel at ease working in a platform that has compliance built-in to workflows and automation.

By managing client deliverables, documenting processes and logging client interactions within Practifi, data supervision and extraction are easy.

Practifi Customer Success

Strengthen your tech with add-ons

Practifi Promote

Leverage Practifi data to identify opportunities and craft data-driven campaigns that delight clients and engage prospects.

Practifi Portals

Bring together your client’s most important financial and servicing information into a single, integrated client portal.

Practifi Sandbox

Test product upgrades, experiment with custom enhancements and facilitate team training in a separate sandbox environment.

Practifi Protect

Defend sensitive client data and strengthen your firm’s cloud infrastructure with an additional layer of security. 

See All Add-Ons

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Check out the latest product updates

Read about the latest product enhancements on our blog.