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Get started with Practifi today.

We make it easy. Now you can have all of the Practifi support and resources you’ll ever need.

What does a  subscription include?

  • Free upgrades

  • Knowledgebase access

  • Free onboarding

  • Technical configuration & ongoing training

  • Annual health check

Contact Us for pricing

What support is provided as part of our Practifi subscription?

As a Practifi client, you’ll have 24/7 access to our online Success Portal, where you can submit tickets and search the knowledgebase for fast and simple access to the answers you need.

You’ll also have access to a Client Success Manager as your point of contact and expert on all things Practifi. They’ll work with you to understand your business and ensure you’re getting sustained and expanded value from Practifi.

Do I need to buy a Salesforce subscription in addition to my Practifi one?

No. Your subscription contains everything you need in order to use Practifi in the wild. Access to the Salesforce platform is embedded as part of your Practifi subscription.

What if I want to customize my Practifi instance?

If there are changes you want made within your Practifi instance that are beyond the scope of included support, we can assist you with scoping the work required and we can offer you custom development services on a time and materials basis.

Our team are experts in Practifi and provide technical services to the financial advice firms every day, so they are perfectly placed to help bring your custom vision to life.

What if I want to increase or decrease the number of users during my subscription?

If you need to add additional users to your subscription, those users are added to your existing contract term and we’ll bill you for them only for the remaining contract period. 

If you wish to reduce the number of users on your subscription, you can do this at your contract renewal time.

How does billing work?

Your Practifi subscription is an annual commitment. You can opt to be billed on either an annual or quarterly basis.

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.

Compliance management

Track every email, document, meeting, and note for rich client records in one secure location.

Open API

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

Pipeline tracking

Watch deals flourish in our rich, industry-specific pipeline management engine.

Enterprise workflow engine

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

Salesforce AppExchange

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

Centers of Influence (COI)

Segment and manage referral sources efficiently with quantifiable detail.

Analytics and reporting

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

Mobility

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

Continuous innovation

You don’t stand still, and your software shouldn’t either. Three major, client-led product releases every year ensure you have the tools to grow.

Onboarding service

Switching systems should be easy, so we offer a comprehensive onboarding service free with our premium support packages.

Technology partner

We’re not just a technology provider—we’re a partner. That means we’ll work with you to make sure you’re getting the most out of our platform.

Ready to schedule a demo?

YES, LET'S GO!