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Lost in a decision maze looking for the right CRM?

Practifi is an intuitive, easy-to-use platform that goes
beyond traditional CRM capabilities.

But is it right for you?

Let's Find Out
Advisor home

How Does It Work?

Step 1:

Take the assessment.

It’s fast and free and you’ll get the results right away!

Step 2:

Get hands-on advice.

Schedule a quick, 15-minute chat with our team where you’ll get advice based on your unique results.

Step 3:

Set a plan for moving forward.

We’ll offer you recommendations for how to make informed decisions about your tech stack.

What to Expect from Practifi’s CRM Technology Built for RIAs

That depends… do you want a CRM that easily transforms data into actionable insights? How about one that streamlines your day-to-day operations, making it possible for your firm to scale with ease?

Check out these platform features that power more possibilities:

Real-Time Communication

Take advantage of Practifi’s live feed to communicate in real-time with your team on critical client records.

Expansive Integrations

Practifi is built to fit in — while standing out. Our industry-leading integrations centralize your data and create firmwide connectivity.

Pre-Built Workflows

Take advantage of our ready-to-use workflows designed specifically to streamline operations for wealth management firms like yours..

See Why Advisors Love Practifi

“Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership.”

Kyle Wesley

Chief Digital Officer
Bleakley Financial Group

“Working with the Practifi team has resulted in a highly customized version of our platform that enables our business partners and clients to interact with our team in an intuitive, user-friendly way. The result has been a simple solution for a complex set of challenges that has improved our client relationships and interactions dramatically.”

Adam Silverman

Head of Private Mortgage, Focus Financial Partners

Ready to find your perfect fit?

Take our free quiz now to find out if Practifi is right for you.

Let's Find Out