Practifi

Practifi

Last Updated Aug 30, 2025

Overview

Practifi delivers specialized CRM for wealth management firms, transforming how financial professionals connect and grow client relationships. While initial setup requires effort, its intuitive design and smart automation offer clear advantages. Overall, Practifi's strategic benefits in unifying data and streamlining operations make it a compelling choice for financial advisory firms.

Overall Rating

Based on 6 users reviews

5

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

startingPriceDollar iconstartingPriceS icon
Starting Price
Custom

What Is Practifi?

Practifi, built on the trusted Salesforce platform, is a customer relationship management (CRM) software specifically engineered for wealth management firms. It fundamentally transforms how financial professionals cultivate and expand their client base. Unifying client data from diverse sources, it offers a complete view for confident decision-making and growth opportunities. Workflow automation and AI integration streamline processes. This tailored approach helps firms manage relationships, improve retention, and achieve sustainable scaling by addressing unique financial sector demands.

Practifi Pricing

The vendor has not publicly disclosed pricing details for the software; however, it is offered with annual billing.

Request a personalized Practifi pricing quote for your business today.

Practifi Integrations

The platform supports integrations with multiple systems and platforms for a connected tech stack, such as:

Watch the Practifi demo to learn more about its integration arrangements.

Who Is Practifi For?

The CRM platform specializes in accommodating wealth management and financial sector needs, including:

  • High-performing wealth institutions
  • Financial advisory firms
  • Broker-dealers
  • Registered investment advisors (RIAs)

Is Practifi Right For You?

For wealth management firms seeking an enterprise-grade CRM to unify data, streamline operations, and strengthen client relationships, Practifi stands out as a compelling solution. It combines intelligent automation with deep industry integrations to boost operational efficiency and consolidate data, while its AI-powered tools help firms drive client growth.

Trusted by firms like Apollon and Geometric Wealth Advisors, Practifi adheres to leading security standards, including ISO 27001 and FISMA compliance. The platform's excellence has also been recognized with accolades such as the 2024 CRM Provider Award from WealthTech Americas.

Still doubtful if Practifi software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Pros And Cons of Practifi

Pros

  • Strong customer support

  • Reduces manual efforts with automation

  • Centralized client data storage

Cons

  • Some features may lag during peak hours

  • Customization can be difficult at times

Frequently Asked Questions

Yes, Practifi has a mobile app.

Yes, Practifi offers APIs.

The vendor has not made pricing information publicly available, but the software is billed on an annual basis. Contact us to request a personalized Practifi cost quote based on your institution's requirements.

The software only supports English yet.

The software is designed to meet the needs of the wealth management and financial sectors, serving high-performing wealth institutions, financial advisory firms, broker-dealers, and registered investment advisors (RIAs).

The platform supports integrations with various platforms, including Microsoft 365, XfilesPro, Google Suite, HubSpot CRM, Mailchimp, DocuSign, and Riva.

Practifi offers comprehensive support, including guided implementation, a dedicated Client Success Manager after go-live, and access to PractifiU, its e-learning portal. It also has a knowledge base, including blogs, user guides, e-books, FAQs, etc., for ongoing training and assistance.