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Why choose Practifi over Wealthbox?

Lacking support? Shallow integrations? Limited features? Don’t let Wealthbox hold you back.

Unlike Wealthbox, Practifi provides advanced automation, seamless integrations and robust data security to help you grow your business efficiently. Compare the two and see why Practifi is the right choice.

And for a limited time, we’re offering free implementation* for current Wealthbox users. That’s savings of up to $13,200!

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Practifi

The leading CRM purpose-built for wealth management, Practifi is putting relationship back in CRM.

Wealthbox

Wealthbox is a CRM solution providing basic functionality to meet compliance regulations and client needs. 

  • Scalable CRM Platform

    Practifi leverages Salesforce for unparalleled customization, meeting the unique needs of complex wealth management firms. Practifi grows with your business offering scalable solutions that adapt to your evolving needs. Wealthbox lacks this flexibility, limiting its scalability. 

  • Long-Term Partnership

    Practifi serves as a long-term partner dedicated to your success. Compared to Wealthbox’s basic usability support, we offer professional service options, e-learning and custom training for all clients.

  • Continuous Improvement and Innovation

    Practifi rolls out five product releases a year, enhancing features and integrations based on user feedback, industry trends and new platform capabilities. Wealthbox’s infrequent updates can hinder efficiency for growth-oriented teams. 

  • Deep Integration Capabilities 

    Practifi provides deep, native integrations for enhanced functionality with the systems that matter most. Many of Wealthbox’s integrations offer only single sign-on (SSO) lacking integration depth and effectiveness. 

Practifi’s edge: why our features beat Wealthbox

Practifi empowers organizations to identify the drivers of their success and amplify it. Our comprehensive features enhance operational efficiency, data quality and platform adoption – all within an intuitive user experience.

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.

Quality integrations to perfect your tech stack

Don’t rely on links rather than deep, native connections. 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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Industry award-winning technology

Practifi has been recognized as one of the best platforms in the industry, earning high accolades for our intelligent platform design and innovative features.

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Practifi wealth management performance optimization platform and CRM

Keep your CRM data, import from your current CRM with ease. 

Transitioning to Practifi is made easy with our support. We provide the necessary tools and a dedicated team to ensure your CRM switch is hassle-free. A specialist will be with you every step of the way, guiding your through our secure migration process. 

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Join users who made the switch to 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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“Practifi has significantly improved our efficiency, cutting the time required to open and fund an account by 50%. We have never been stronger as a firm.”

Eric Perkins

Chief Operating Officer, Trilogy Financial

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We’ve seen a dramatic improvement in the amount of business we’re attracting and retaining. Our advisors have elevated their capabilities, demonstrating to clients that their advisors add value beyond market performance.”

Zane Keller

Director of Strategic Initiatives, First Foundation Advisors

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Join these visionary financial firms and power more possibilities with Practifi.

Get started today.

Don’t settle for less when it comes to your CRM. Choose Practifi and experience the difference.

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*Free implementation offer is for RIAs currently on Weatlhbox or Redtail. Firm must sign by March 31, 2025 and select an Implementation Package. Offer does not include custom implementations nor any modifications to Practifi’s implementation packages.