Transforming Data into Insights, Action and Excellence at Scale

Unlock more value from a CRM platform purpose-built for financial advisors

Optimize your firm’s performance and accelerate growth with a unified platform designed specifically to meet the challenges of the wealth industry.

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Act With Confidence on New Opportunities

Capitalizing on growth opportunities and taking quick action 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. 

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We Built Peak Performance Right Into Your Platform

Whatever is driving your success, do more of it with an intuitive, easy-to-use platform that enhances firm-wide adoption, operational efficiency and data quality.

Bring your day-to-day experience together

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

Access key insights and action items

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.

Centralize client management

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.

Save 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.

Who We Serve

As a purpose-built solution for wealth management firms, our technology is made to drive your success:

RIAs

Practifi’s platform unifies your team, data and best-in-class tools to give the visibility and oversight you need to drive your organization forward.

Enterprise firms

Practifi’s platform empowers Broker-Dealers, Banks, and Aggregators to create scalable yet fully-customizable workflows that meet your complex operational needs.

Part of Your Complete Tech Stack

Our industry-leading integrations create a centralized toolkit to empower visibility and connectivity across your firm.

Hear from our client: Mercer

“The Practifi Sandbox environments form a critical part of our delivery cycle because we have the ability to test and refine enhancements prior to releasing updates into our production environment, ultimately resulting in seamless roll-outs and increased product adoption. These environments also enable us to conduct training and prepare training materials ahead of any changes, ensuring a smooth delivery of product upgrades to our users.”

Narelle Howard
CRM Leader // Mercer

See Practifi in action.

Request a demo today to see how Practifi’s purpose-built platform can help you optimize performance and accelerate growth.

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