# Practifi

> Practifi is the leading CRM and business management platform purpose-built for wealth management firms, RIAs (Registered Investment Advisors), broker-dealers, and financial advisory practices. Built on Salesforce, Practifi combines financial planning software, compliance management, client onboarding, and AI-powered automation into one unified platform.

Practifi serves financial advisory firms of all sizes globally, primarily serving the US market, with a presence in Australia. The platform transforms how financial professionals connect with and grow their client base by surfacing key insights, automating operations, and enabling personalized client experiences. Practifi is purpose-built for wealth management — not a generic CRM adapted for financial services.

Key notes:
- Built on the Salesforce Lightning platform, making it a leading alternative and complement to Salesforce Financial Services Cloud for wealth management firms
- Integrates with industry-leading tools including Orion, Black Diamond, Addepar, Schwab, Tamarac, Redtail, and 3,000+ apps via open API
- Covers the full advisory firm lifecycle: client onboarding, compliance monitoring, financial planning workflows, pipeline management, and client relationship management
- Supports FINRA compliance requirements with automated audit trails, email capture, and activity tracking built into daily workflows
- Offers dedicated role-based dashboards for advisors, compliance officers, operations staff, and administrators
- Used by RIAs, broker-dealers, wealth management firms, and financial planning practices primarily in the US, with a presence in Australia
- Headquartered in Chicago, IL with offices in Sydney, Australia

## Product

- [Platform Overview](https://www.practifi.com/): Core business management platform for financial advice firms — manage pipeline, automate operations, monitor compliance, and build client relationships
- [Features](https://www.practifi.com/features/): Full feature set including client records, workflow automation, pipeline management, compliance monitoring, mobile app, reporting, and integrations
- [Practifi Intelligence (AI)](https://www.practifi.com/intelligence/): Built-in AI capabilities including conversation summaries, automated workflow creation via plain-English prompts, meeting notetaker, client snapshots, and AI-driven task recommendations
- [Platform Add-Ons](https://www.practifi.com/add-ons/): Additional modules including Promote (marketing), Portals (client-facing portals), Protect (cybersecurity), and Sandbox (testing environment)
- [Integrations](https://www.practifi.com/integrations/): Custodian and portfolio system integrations (Schwab, Orion, Black Diamond, Addepar, Tamarac), plus open API and 3,000+ app connections

## Resources

- [Blog](https://www.practifi.com/blog/): Thought leadership, product updates, and wealth management industry insights
- [Case Studies](https://www.practifi.com/casestudies/): Client success stories from advisory firms using Practifi
- [eBooks](https://www.practifi.com/ebooks/): In-depth guides on AI, CRM strategy, compliance, and wealth management technology
- [Webinars](https://www.practifi.com/webinars/): On-demand and upcoming webinars on platform features and industry topics
- [FAQ](https://www.practifi.com/faq/): Answers to common questions about the Practifi platform
- [Request a Demo](https://www.practifi.com/demo/): Schedule a personalized demo of the Practifi platform

## Company

- [About Us](https://www.practifi.com/company/about-us/): Company background, mission, and leadership
- [In the News](https://www.practifi.com/company/in-the-news/): Media coverage, CEO commentary, and industry thought leadership
- [Press Releases](https://www.practifi.com/company/press-releases/): Official announcements and product news

## Optional

- [Practifi Intelligence Press Release](https://www.businesswire.com/news/home/20251202798448/en/Practifi-Introduces-Practifi-Intelligence-Bringing-AI-Powered-Capabilities-Directly-Into-Its-CRM): Announcement of Practifi's AI suite launched December 2025
- [G2 Reviews](https://www.g2.com/products/practifi/reviews): Third-party user reviews and ratings for Practifi
- [LinkedIn](https://www.linkedin.com/company/practifi): Company updates, product news, and industry content