Log In

Empower teams to deliver exceptional client experiences.

Our performance optimization platform brings together all the tools and information wealth management firms need to increase efficiency, manage relationships and scale sustainably. 


Unify data from multiple sources

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.

Learn More
Practifi wealth management performance optimization platform and CRM

Make everyday processes easier and transparent

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.


Drive client growth and retention

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.

Advisor home

Turn data into actionable insights

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.

Want to see Practifi in action? Watch our demo.


All the features you need to achieve peak performance

Leveraging the best of Salesforce Lightning, Practifi takes wealth management to the next level with features and capabilities created specifically for the industry. 

Smart automation

Save time with automatic creation of task, new records, noticeboard post and more.

Pipeline tracking

Watch opportunities flourish in our rich, industry-specific pipeline management engine.

Centers of influence (COI)

Segment and manage referral sources efficiently with quantifiable detail.

Compliance management

Track every email, document, meeting, and note for rich client records in one secure location.


Access client details, complete tasks, start processes, and more with our rich mobile app.

Analytics & Reporting

Monitor team productivity, sales performance and revenue tracking, all in real-time.

Practifi Customer Success

Strengthen your tech stack with platform add-ons

Practifi Promote

Craft data-driven marketing campaigns by giving your marketing teams access to the Marketing app and Salesforce Campaign Object.

Practifi Portal

Amplify the value of your advice with customizable client portals that bring together your client’s most important financial information.

Practifi Sandbox

Test product upgrades, train your teams prior to product changes and reduce risk with a separate and secure Practifi environment. 

Practifi Protect

Elevate your approach to cybersecurity with an additional layer of protection for cyberattacks, breaches and audits.

Practifi Propel

Make data-driven decisions by surfacing whole-of-firm data in an elegant and powerful business intelligence experience. 

See all add-ons

Want to learn more?

Schedule a call with a member of the Practifi team today.

Let's go!