Empower teams to deliver exceptional client experiences.
Our CRM brings together all the tools and information wealth management firms need to increase efficiency, manage relationships and scale sustainably.
Experience a complete view of your clients by unifying data across people and systems.
With bespoke apps for every team and integrations with industry-leading partners, Practifi provides a single source of truth so teams can have 100% confidence in every decision they make.
Streamline common processes such as account opening transactions and move money requests with powerful workflow automation.
Through digitalization, paperwork is eliminated, procedures are tracked, and everyone can see the progress of each task. As a result, clients receive a consistent, repeatable and high level of service.
Centralize client data in one platform to identify growth opportunities and improve retention.
Detailed client overviews surface ages, assets, net worth, risk tolerances, goals and active advisory services in one platform. By unifying client data, advisors can provide more personalized advice.
Turn data into insights your team can use to provide a better client experience.
Practifi surfaces and visualizes data so everyone can monitor the metrics that matter most to their role. Whether they need to track clients per segment, upcoming RMDs, or the number of accounts set up last week, Practifi helps teams be proactive instead of reactive.
Leveraging the best of Salesforce Lightning, Practifi takes wealth management to the next level with features and capabilities created specifically for the industry.
Practifi is committed to empowering RIAs with the most AI-enabled and AI-integrated vertical CRM, unlocking new levels of efficiency and deeper client engagement.
AI-curated setup experience that simplifies the configuration and customization of Practifi’s features
AI-generated summaries that provide a comprehensive overview of client activity and data for meeting prep and quick catchups
AI-powered recommendations for follow-up actions based on meetings and email communications, directly within Outlook
AI-driven suggestions for matching records when syncing data with other systems, saving time and improving data accuracy
Craft data-driven marketing campaigns by giving your marketing teams access to the Marketing app and Salesforce Campaign Object.
Amplify the value of your advice with customizable client portals that bring together your client’s most important financial information.
Test product upgrades, train your teams prior to product changes and reduce risk with a separate and secure Practifi environment.
Elevate your approach to cybersecurity with an additional layer of protection for cyberattacks, breaches and audits.
Schedule a call with a member of the Practifi team today.
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
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