Technology that’s built around you.
Our enterprise-grade platform brings together all the tools and information wealth management firms need to build better client relationships, scale sustainably and achieve peak performance.
When it comes to CRM technology, everyone deserves an experience curated for their role.
Bespoke apps for advisor, business development, client service, compliance, marketing and management teams cut down the noise and display the information, tasks and reports most relevant to each team. Unify your entire firm with our award-winning role-based apps.
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 wealth management to the next level with features and capabilities created specifically for the industry.
Schedule a call with a member of the Practifi team today.