Grow your value and build better client relationships.
Our enterprise-grade platform brings together all the tools and information you need to build better client relationships and scale your advice business more efficiently.
When it comes to business management technology, everyone deserves an experience curated for their role.
Bespoke apps for advisor, client service, compliance, marketing and management teams cut down the noise and display the information, tasks, and reports most relevant to each team.
Thoughtfully designed with the user in mind, each app homepage provides instant insights into the business and allow teams to quickly act on important deliverables.
View open tasks, see upcoming meetings, monitor approaching client reviews, RMDs and more.
Our client overview centralizes important client information so it’s easy to find AUM, active services, related tasks and more.
And with a live feed on each client record, team members can communicate in real time, making collaboration a breeze.
Practifi comes fully-charged with ready-to-use workflows so that you can get a head start streamlining complex processes.
Open accounts, move money, prepare client reviews and more with our enterprise workflow engine.
Leveraging the best of Salesforce Lightning, Practifi takes business management to the next level with features and capabilities created specifically for RIAs, MFOs and enterprises.
Advance your marketing efforts and strengthen your pipeline by unlocking full campaign capabilities.
Create custom portals for partners, employees or clients to provide value where no other firms can.
Provide your technical team with an environment to test updates and customizations before they’re rolled out.
Rest easy with enterprise-grade security features like encryption, performance monitoring, and more.
Schedule a call with a member of the Practifi team today.