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.
Much more than a CRM, Practifi provides a unified workspace with built-in features that make it easier to manage multiple offices, large teams, and complex clients — all while staying compliant.
Easily track risk tolerance, investment experience and any other information you need to know about your clients.
Use our pre-built workflows to standardize and automate procedures for consistent, repeatable service.
Set rules and connect communication tools to log and report on all your client communications and interactions.
Securely store your data with our SOC 2 compliant platform and control access by setting roles and permissions.
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.
Encrypt sensitive data at rest across all your Practifi apps to protect your data and meet SEC, and FINRA data compliance policies.
Access detailed performance, security and usage data on all your Practifi apps and view it in the data visualization tool of your choice.
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.
Improve oversight and confidence
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:
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.
Book some time with a member of the Practifi team today.