A CRM for the AI Era

At Practifi, we take a thoughtful, strategic approach to integrating AI, ensuring that that it is only deployed where it adds clear, measurable value and enhances the advisor-client relationship without compromising the human touch that is at the heart of wealth management.

For the remainder of 2025, we’re offering free access to our AI-powered features for all current clients (and any new clients who sign with us before June 30, 2025!).

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Human relationships enhanced, not replaced

In a world where AI can deliver investment advice, the human connection remains your greatest differentiator. So, we’re developing AI-based enhancements to free you from time-consuming tasks, allowing you to focus on what matters most: building trust, understanding your clients’ unique needs and guiding them through life’s journey.

Practifi wealth management performance optimization platform and CRM

AI-powered features for unparalled performance

This is just the beginning. We’re continuously exploring new ways to leverage AI to empower RIAs and enhance the advisor-client relationship.

Conversational Setup Experience

AI-curated setup experience that simplifies the configuration and customization of Practifi’s features

One-Click Client Summaries

AI-generated summaries that provide a comprehensive overview of client activity and data for quick catchups and meeting prep

Recommended Follow-Up Actions

AI-powered recommendations for follow-up actions based on meetings and email communications, directly within Outlook

Intelligent Record Matching

AI-driven suggestions for matching records when syncing data with other systems, saving time and improving data accuracy

Strategic Integrations

We’re partnering with leading AI-based advisor technology tools to expand our AI capabilities. Our collaborative mindset guides our approach to AI integrations, which is designed to deliver value and innovation through a measured and strategic process.

Key Partnerships

We collaborate with industry leaders to enhance our AI capabilities and leverage their expertise.

Value-Driven Innovation

We focus on creating direct value for our clients through innovative AI applications that meet industry-specific needs.

Diligent Development

We prioritize the development of robust and reliable AI solutions to ensure consistency and quality.

Hear from our leaders

“We are committed to helping our clients navigate the changing landscape of financial advice. By embracing AI, we are empowering advisors to provide even greater value to their clients, build stronger businesses and thrive in the years to come.”

Adrian Johnstone

Chief Executive Officer, Practifi

“Our goal with AI is to make great relationships your firm’s superpower, making your future less about uncertainty and more about growth and potential.”

Conor Curtis

Head of Product, Practifi

Stay in the know

AI advancements are moving faster than ever, and we want to help you stay on top of the new innovations and updates. Subscribe to our newsletter to get the latest and greatest on:

New and upcoming AI-powered features in Practifi
Strategic AI integrations and partnerships
Understanding and leveraging AI tools in your practice
AI news, insights, webinars and more

Let’s Innovate Together

Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale.