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CRM Technology
Built for RIAs

Practifi helps wealth management firms go beyond traditional CRM capabilities by transforming data into insights, action and excellence at scale.

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Platform Features Powering More Possibilities 

Our intuitive, easy-to-use platform that enables your firm to:

See Why Thousands of Advisors Love Practifi

“Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership.”

Kyle Wesley

Chief Digital Officer
Bleakley Financial Group

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“I truly appreciate the relationship we’ve built and feel like we’re always helping improve the product in all the different ways we’re using the tool. We love our partnership with Practifi.”

Sarah Ellis

Client Experience Manager, Morton Capital management

“Working with the Practifi team has resulted in a highly customized version of our platform that enables our business partners and clients to interact with our team in an intuitive, user-friendly way. The result has been a simple solution for a complex set of challenges that has improved our client relationships and interactions dramatically.”

Adam Silverman

Head of Private Mortgage, Focus Financial Partners

A CRM That Completes Your Tech Stack

Our industry-leading integrations centralize your data and tools, creating the visibility and connectivity you need to excel across the organization.

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Need More Convincing?

See how one firm capitalized on new growth opportunities — powered by Practifi.

Taking advantage of growth opportunities and acting quickly on client needs requires full transparency into your client data, team workflows and overall performance. 

Unlike traditional CRMs and wealth platforms, which serve as static repositories for siloed information, Practifi centralizes key data from all of your sources into one place. 


See Practifi in Action

Request a demo today to see how Practifi’s purpose-built platform can help you optimize performance and accelerate growth.

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