We understand the way your firm works; not every person does the same job. Customized user views filter out the noise so everyone can get the job done efficiently.
Practifi gives instant access to assigned clients, key dates, tasks and workflows unique to each team member based on his or her role.
A critical part of compliance is your ability to track every aspect of your client service.
Practifi’s 360 View keeps you on top of ongoing service commitments, interactions, key dates, revenue, affiliated client entities and more.
With a live feed on each client record, you can communicate with your team in real time—making collaboration a breeze.
More than a CRM, Practifi gives you the power to accelerate your growth by accessing data usually trapped in disparate platforms.
Segment and manage your client lists with extreme precision. Organize your client information in a way that works for you.
More than just tasks and processes, Practifi automation manages dates, alerts, compliance commitments, marketing and more.
Now, you can design and control every process, from fact-find to finance, and communication to compliance with our powerful enterprise workflow engine.
Client and partner referrals are the richest source of new business for advisers. With our unique relationship view, you can easily view relationships between clients and client entities. Identify influencers and new business opportunities.
Welcome to a whole new way to see your client community.
Logging time, tracking tasks, and providing comprehensive workflow reports don’t have to take up all your time. Practifi gives you back precious time, so you can focus on growth.
Whether you’re an RIA, family office or broker-dealer, our real-time reporting gives you the confidence to pass the most rigorous of audits.
Say goodbye to manual data manipulation. Monitor every aspect of your firm, from sales performance and process delivery to industry compliance, revenue tracking and more.
Gone are the days of extracting data in spreadsheets, running an analysis, and uploading the results. Filter and segment your data easily to get results fast.
Check out our most recent integration announcements and other relevant news below.
Practifi is the business management platform for financial advice. Built on the Salesforce platform, the world's #1 enterprise cloud, Practifi is secure, reliable and massively scalable. Our team of industry experts are passionate about your success. We're built for growth.
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