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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.

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One platform for your entire firm

When it comes to CRM 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.

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Practifi wealth management performance optimization platform and CRM

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.

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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

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.

Practifi Customer Success

Strengthen your tech 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

Meet cybersecurity requirements and guard sensitive data with data encryption, usage monitoring and field audit history.

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Want to learn more?

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

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