AI That Makes You More Human

Enhance your natural relationship-building instincts with Practifi’s conversational intelligence. Better conversations, better insights, better client relationships – keeping the human touch at the heart of wealth management.

Human relationships enhanced, not replaced

In a world where AI can deliver investment advice, the human connection remains your greatest differentiator. So, we’ve developed 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.

AI-powered
features that work the way you do

Built right into Practifi, our AI tools connect directly with your data and workflows, delivering intelligence where your team already works.

Smart Process Builder

Create and refine automated workflows instantly using plain-English prompts, reducing admin time and boossting efficiency

Follow-up Assistant

Turn meeting notes into actionable, tracked tasks in a click for timely follow-ups and consistent client service

Smart Notes*

Get meeting-ready in seconds with an experience that synthesizes meeting inputs, CRM data and external sources into detailed client snapshots

Fact File*

Access an intelligent, searchable repository of meaningful facts extracted from unstructured data

Smart Notes AI Notetaker*

Capture, transcribe and summarize meetings, virtual or in-person, with a dedicated notetaker right in your CRM

Smart Workflow Designer*

Build, edit and scale workflow templates using simple prompts, streamlining operations without the need for technical expertise

*Coming Soon

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, delivering 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 deliver 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 and partners

“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

“The automatic documentation of detailed client conversations, followed by the seamless integration of structured data into our Practifi CRM, has significantly enhanced our data capture and provided new efficiency gains. In addition to improving our overall data, it provides the opportunity for our Advisors to be more present in their client meetings to better serve their clients rather than being encumbered by taking notes and creating to-do lists.”

Robert Gorman

Chief Operating Officer, Apollon Wealth Management

PRACTIFI EBOOK

The No-Nonsense AI Guide for RIAs

AI is everywhere, but for many advisors, it still feels more confusing than helpful.

This eBook was created for RIAs who want to cut through the noise and better understand how AI fits into the work they do every day. Inside, we cover what AI really means, where it adds the most value in advisory firms and how to start putting it to work without losing the human touch that sets your business apart.

Get your free copy today.

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.