Scale sustainably 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.

Book a Demo

One platform for your entire firm

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. Unify your entire firm with our award-winning role-based apps.

Gain instant insights and take quick actions

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.

Manage clients more intelligently

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.

Save time with pre-built workflows

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.

Have a question? Ask us anything.

Get in touch

All the features you need to manage every aspect of your business.

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.

Smart automation

Automatically manage dates, alerts, processes, marketing and more in one place.

Pipeline tracking

Watch deals 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.

Enterprise workflow engine

Unlock pre-built workflows for account openings, annual client reviews, and more.

Analytics & Reporting

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

Open API

Connect with the best tools available at no additional cost with our open API.

Salesforce AppExchange

Choose from more than 3,000 integrations to create your perfect tech stack.

Mobility

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

Graphic of Customer Success Support - Business management platform for financial firms

Power up with strategic add-ons

Practifi Promote

Advance your marketing efforts and strengthen your pipeline by unlocking full campaign capabilities.

Practifi Portals

Create custom portals for partners, employees or clients to provide value where no other firms can.

Practifi Sandbox

Provide your technical team with an environment to test updates and customizations before they’re rolled out.

Practifi Protect

Rest easy with enterprise-grade security features like encryption, performance monitoring, and more.

Want to learn more?

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

Let's go!