CRM Technology
Built for RIAs

Practifi helps wealth management firms go beyond traditional CRM capabilities by transforming data into insights, action and excellence at scale.

Schedule a Demo

CRM Technology Built for RIAs

Practifi helps wealth management firms go beyond traditional CRM capabilities by transforming data into insights, action and excellence at scale.

Schedule a Demo

Platform Features Powering More Possibilities

Our intuitive, easy-to-use platform that enables your firm to:

Run your entire day from a single platform

Open APIs, expansive integrations and our dedicated engineers simplify the traditionally complex financial technology ecosystem into an accessible, actionable environment.

Keep all client data in one place

Quickly and easily find AUM, active services and client-related tasks, as well as communicate via live feed in real time with your team on client records.

Never miss an opportunity or action item

Your platform homepage allows you to act quickly on important deliverables, view open tasks and upcoming meetings, stay on top of client reviews and RMDs, and more.

Stop wasting time on complex processes

Open accounts, move money, prepare client reviews and more with our ready-to-use, pre-built workflows designed specifically for wealth management firms.

See Why Thousands of 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

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“I truly appreciate the relationship we’ve built and feel like we’re always helping improve the product in all the different ways we’re using the tool. We love our partnership with Practifi.”

Sarah Ellis

Client Experience Manager, Morton Capital management

“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

A CRM That Completes Your Tech Stack

Our industry-leading integrations centralize your data and tools, creating the visibility and connectivity you need to excel across the organization.

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Need More Convincing?

See How One Firm Capitalized on New Growth Opportunities, Powered by Practifi

Taking advantage of growth opportunities and acting quickly on client needs requires full transparency into your client data, team workflows and overall performance.

Unlike traditional CRMs and wealth platforms, which serve as static repositories for siloed information, Practifi centralizes key data from all of your sources into one place.

See How