Imagine an integrated client platform for financial advice
PractiFI allows more and more advice businesses to run an integrated, customer-centric practice. Here’s what the media has to say about PractiFI.
PractiFI Reshapes Salesforce for Financial Advice
PractiFI is CRM, workflow, analytics and so much more. It’s built from the ground up to run contemporary, growing advice businesses on Salesforce.
PractiFI runs on Salesforce because it’s the number one CRM and enterprise cloud platform.
We’ve harnessed the immense power of Salesforce and reshaped it for financial advice.
See a demo of how PractiFI can transform your advice business
See a demo of how PractiFI is the platform for running the most amazing financial advice business you can imagine.
- Reshapes Salesforce for financial advice
- Combines awesome CRM with workflow automation
- Drives efficiency with easy integration and collaboration
- Frees up capacity to generate additional revenue
- Integrates disparate systems into one financial advice business platform
- Customer centric and beautifully designed
“We’re streamlining our customer service with integrated telephony, workflow and team collaboration.”
Andrew Godfrey – Senior Partner, Financial Services Business Leader – Mercer
Phone: +61 2 8005 6557