The right tech stack makes compliance easier

Built on Salesforce, Practifi transforms core CRM capabilities into an integrated, enterprise solution that meets your complex client, team and compliance needs.

Book a demo

Compliant by design

Built on Salesforce, Practifi transforms core CRM capabilities into a unified workspace that meets your complex client, team and compliance

Know your clients

Easily track risk tolerance, investment experience and all other important things you need to know about your clients.

Document processes

Use our pre-built workflow templates to standardize and automate procedures for consistent, repeatable service.

Communicate compliantly

Set rules and connect communication tools to log and report on all client communications and interactions.

Store and access data securely

Securely store your data with our SOC 2 compliant platform and control access by setting roles and permissions.

Streamline oversight with our new Compliance App

With a dedicated app for compliance teams, your firm can confidently meet regulations. Action overdue deliverables, get notifications when information is missing, follow up with advisors and more.

See it in Action

Elevate cybersecurity with Practifi Protect

Available to new and existing Practifi users, Practifi Protect is an add-on service that provides enterprise-grade encryption, usage monitoring and field audit histories to improve governance, strengthen compliance and improve transparency.

Data encryption

Encrypt sensitive data at rest across all your Practifi apps to protect your data and meet SEC, and FINRA data compliance policies.

Usage monitoring

Access detailed performance, security and usage data on all your Practifi apps and view it in the data visualization tool of your choice.

Field history

Monitor the state and value of your data for any date at any time with up to 10 years of history. See when field data was updated and by whom.

Learn more about practifi protect

Centralize communications and documents with integrations

Practifi integrates with the industry’s leading document and communication tools to help wealth management firms achieve consistent tracking, documentation, and client communications. 


What else does Practifi integrate with? 

Download our new e-Book:

Under the Hood of Compliance Audits

The best way to prepare for an audit is to know what to expect and to provide your employees with the right tools and technology to automate and track processes.

Download your copy to learn more about audits and for some helpful tips to ensure your next one runs smoothly.

Get the e-book

Want to learn more about Practifi?

Book some time with a member of the Practifi team today.

Let's go!