Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Most CRMs make you choose between tools that are either too simple to grow with or too complex to manage.
Practifi delivers power and clarity right out of the box, while still allowing for any level of customizations.
Whether you have 10 employees or 10,000, Practifi helps leading firms operate smarter, deliver standout experiences, and scale without limits.
Automate compliance, streamline workflows, and transform client engagement — all on one secure, AI-powered platform.
From household relationships to the day’s most vital tasks, Practifi brings key insights into one unified view.
Leverage AI functionality to connect the dots across systems to reveal opportunities, risks, and next steps before they happen.
Connect Practifi seamlessly with your entire wealth management ecosystem — from custodians and portfolio systems to compliance and planning tools — including integrations with Orion, Black Diamond, Addepar, Schwab, and hundreds more.
From automating routine workflows to surfacing client insights in real time, every interaction becomes smarter and more personal. Advisors, admins, and assistants all report saving hours each week on data entry and follow-ups, freeing them to focus on what matters most: their clients.
"Our advisors are finally back where they belong: talking with clients and planning outcomes, not wrestling with data."
“We’ve dramatically elevated our capabilities, proving value to clients beyond market performance.”
Power only matters if people use it. Practifi combines enterprise-grade capability with intuitive, modern design so advisors can move faster and teams can adopt quickly. In fact, research shows Practifi firms achieve 80% faster implementations than firms with custom builds.
“With Practifi we spend less time building from scratch and more time generating revenue.”
Where advisor instincts meet AI-powered execution.
Practifi transforms every interaction — a note, a task, a conversation — into the next opportunity to earn trust. With intelligent automation, a conversational interface, and insights that learn from your every move, this is relationship management designed to grow with you.
Automate follow-ups instantly using AI that converts insights into advisor actions.
Surface rich client insights that boost personalization and strengthen engagement.
Leverage the enterprise-grade CRM power of Salesforce without the complexity.
Unify your tech stack with powerful APIs and seamless wealth-tech integrations.
Track and forecast M&A, recruitment, and expansion in one growth pipeline.
Strengthen oversight by embedding service workflows and monitoring commitments.
Unlock pre-built workflows for account openings, annual client reviews, and more.
Watch deals flourish in our rich, industry-specific pipeline management engine.
Access client details, complete tasks, start processes, and more with our rich mobile app.
Practifi has been recognized as one of the best platforms in the industry, earning high accolades for our intelligent platform design and innovative features.
