Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
A suite of tools designed to ensure you know your clients well enough to never lose one.
A traditional CRM gives you a record of the relationship. But a record alone cannot strengthen it. That takes advisors who understand their clients, show up prepared, and recognize when someone needs attention. Our relationship management tools help firms do all three, consistently and at scale.
Built for more than efficiency, our solutions help advisors and support teams automate administrative work and bring greater insight to every client conversation.
Auto-generated, always current, cited back to every source.
Estate, tax, investment, retirement, financial planning, business ownership, philanthropy, risk, and insurance.
Plain-language answers drawn from years of structured relationship data.
Stay alert on relevant news surrounding your clients and their portfolios.
A unified view of every client brings together demographics, assets, goals, and engagement history.
Leverage pre-built workflows for account openings, annual client reviews, and more.
The most expensive client relationship problem in wealth management is the one nobody noticed. Our system surfaces issues before the client has to say anything.
Flags every relationship that needs attention before the client notices. Configured separately for clients, prospects, and influencers, each with its own threshold and contact method definition. Surfaces on the Front Office home page automatically. No report to run.
One prioritized surface for everything that needs attention. Agent-written alerts, follow-up reminders, birthdays, anniversaries, and upcoming meetings all in one place. When something needs attention, it finds the advisor.
The Universal Timeline brings every relationship event into one searchable, chronological view. Email threads expand inline. Five years of history on demand. For advisors inheriting relationships, teams reviewing commitments, and compliance auditing engagements. It is the one place that has everything.
Advisor moment:
“A client calls and asks about a transfer from three months ago. The advisor searches the timeline, finds the email thread, and reads the custodian’s reply without leaving the record, without switching tools, without putting the client on hold.”
Households span trusts, business entities, and multiple generations. Groups gives every complex client structure a unified view. One place where financials, AUM, services, activities, and Smart Notes aggregate across all members. Each member retains its own workflows and lifecycle stages. The group holds them together.
Every advisor informed before they ask. Every relationship surfaced before it goes cold. Every conversation, commitment, and moment in one place. Our tools redefine what it means to manage client relationships at the highest level.
Request a demo and see how our tools redefine relationship management.
