Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Most wealth management firms run multi-step engagements across a combination of their CRM and a separate project management tool. Tasks get created twice. Context gets lost between systems. When a client calls to ask where things stand, the answer requires checking two places. Our native project management capability, Projects, puts the work and the relationship in the same place.
With Projects, you choose the view that matches how your team thinks about the work at that moment. All views draw from the same project and the same client context.
Drag cards to change status. Filter by overdue items or by assignee. Everything in the engagement, visible at once.
Work laid out over time. Drag an item to a new date to reschedule. See where the workload clusters.
Work in sequence over the project’s duration. See dependencies and the full shape of a complex engagement.
Sortable, filterable, and built for bulk actions. The full inventory of a project’s work, organized however the team needs it.
Standalone project management tools know about tasks and deadlines. They do not know that the onboarding project belongs to a client with a complex trust structure, an upcoming estate planning review, and a recent meeting where the advisor made three specific commitments. Projects knows all of that because it lives inside the system of record.
The full client Briefing is accessible without leaving the project.
Recent alerts visible without navigating away from the project view.
Every project task and event appears in the client's full relationship history.
Anyone joining a project mid-stream has the full relationship context, not just the outstanding tasks.
Templates ship for the most common wealth management engagements. Same structure, same checkpoints, same ownership model every time. For anything that doesn't fit, start from a blank canvas.
TaskRay, Slant, and Asana were not built for wealth management. They do not know your clients, your compliance requirements, or your firm’s operating model. Because Projects is built into the same system of record as the rest of the CRM, the work and the relationship are never separated.
Request a demo and see how to unlock relationship-driven project management.
