Get started with Practifi today.

We make it easy. Now you can have all of the Practifi support and resources you’ll ever need.

What does a subscription include?

Free upgrades
Knowledgebase access
Free onboarding
Technical configuration & ongoing training
Annual health check

What support is provided as part of our Practifi subscription?

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.

Do I need to buy a Salesforce subscription in addition to my Practifi one?

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.

What if I want to customise my Practifi instance?

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.

What if I want to increase or decrease the number of users during my subscription?

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.

How does billing work?

Your Practifi subscription is an annual commitment. You can opt to be billed on either an annual or quarterly basis.

Powerful business management to help you grow

Move beyond the constraints of traditional CRM. Comprehensive business management features integrated into an intuitive user experience.

Client 360

See every aspect of your client relationships at a glance. Manage key dates, interactions, revenue and opportunities from a rich client view.

Compliance management

Maintain a rich client record capable of meeting ASIC’s strict standards with every file, note, meeting, email and document all in one secure location.

Pipeline management

Configure your sales process and watch prospects and opportunities flourish in our rich, industry-specific pipeline management engine.

Time tracking

Capture every minute spent to determine the cost to serve your clients and calculate profitability. Connect to invoicing systems for seamless reconciliations.

Smart automation

More than just tasks and processes, Practifi automation manages dates, alerts, compliance commitments, marketing and more.

Centres of influence (COI)

Client and partner referrals are the richest source of new business for advisers. Segment and manage referral sources with quantifiable detail.

Email and calendars

Whether you prefer Office 365 or Gmail, our turn-key email and calendar integrations make tracking every client conversation simple.

Analytics and reporting

Monitor every aspect of your firm, from sales performance and process delivery to industry compliance, revenue tracking and more.

Enterprise workflow

Design and control every process, from fact-find to finance, communication to compliance with our powerful enterprise workflow engine.

Team collaboration

Avoid delays by communicating in real time on the client record. From social groups to client needs, in the office or on the go, collaboration is a breeze.

Portfolios and policies

With assets, liabilities, portfolio holdings, insurance policies and benefits, our deep industry data model tracks detailed client financials.

Mobility

Manage your business from wherever you are with a responsive web app optimised for desktop or tablet, plus a rich smartphone app.

Continuous innovation

You don’t stand still, and your software shouldn’t either. Three major, client-led product releases every year ensure you have the tools to grow.

Onboarding service

Switching systems should be easy, so we offer a comprehensive onboarding service free with our premium support packages.

Open APIs

Integration is critical to advice technology and we’re passionate advocates. We connect with the best tools available and we don’t charge for access.

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