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

Practifi’s role-based apps provide curated experiences for advisory, client service, compliance, management and marketing teams—all in one platform.

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Strengthen client relationships

The Advisor app surfaces important client information and helps advisory teams build stronger relationships. Detailed client overviews and real-time dashboards help advisors gain essential insights and follow up with clients quickly. 

Service clients efficiently

 The Client Service app helps client support teams ensure a smooth and consistent client experience. Reminders of upcoming reviews and overdue tasks help support teams prioritize client work efficiently.

Proactively mitigate risk

Identify and manage risk proactively with the Compliance app. Compliance teams can monitor upcoming deliverables, act quickly on overdue items, follow up with advisors when key information is missing, and report on team performance.

Our role-based apps won Outstanding Achievement in CRM in the 2021 WealthManagement.com Industry Awards

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View top-down firm performance

The Management app gives leadership a top-down summary of firm performance. In addition to revenue and client growth, managers can view each division’s productivity, pipeline progression, and revenue per advisor to make sure everything’s on track.

Simplify data management

Access all firm data in one convenient location with the Data Management app. Admins and technical staff can create filtered lists, import or export data, remove duplicates and edit data at scale.

Create data-driven campaigns

The Marketing app allows marketing professionals to access the data they need to create data-driven campaigns. Build segmented lists, create meaningful connections with clients and prospects, and track performance across the full customer lifecycle.

Note: The Marketing app is available as part of our Practifi Promote subscription. Speak to a member of our team to learn more.

See our role-based apps in action!

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Want to learn more about our role-based apps? Check out these articles.

Why Advisory Firms Need Role-Based Technology

Read more

Feature Spotlight: Role-Based Apps


How to Run Your Entire Firm with Practifi