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INTELLIGENT CRM FOR RIAs THAT DEMAND MORE 

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Practifi powers the fastest growing firms with the performance, intelligence, & usability they can’t find anywhere else.

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No Compromises.

No Complexity.

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.

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Designed for Growth.

Proven at Scale.

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.

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See Everything That Matters,

Instantly.

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.

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Integrations That

Work the Way You Do.

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.

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Practifi ensures nothing slips through the cracks.

NATE LENZ

CEO and Co-Founder, Concurrent

More Stories

Trusted by Thousands of Users Across Wealth Management

“We have achieved a high rate of adoption, making a significant shift and Practifi is at the center of it all. We have never been stronger as a firm.”

Eric Perkins

Chief Operating Officer
Trilogy Financial

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“Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership.”

Kyle Wesley

Chief Digital Officer
Bleakley Financial Group

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“The team at Practifi has helped us understand where our data was, guided us through the process and ensured it aligned with our operational needs.”

Zane Keller

Director of Strategic Initiatives
First Foundation Advisors

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Trusted by 10,000+ users from across
the wealth management industry

See Why

Native Artificial Intelligence 

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.”
      – COO, $45B AUM RIA 

Enterprise Power

Practifi runs on Salesforce’s trusted infrastructure, delivering the scalability, security, and configurability global firms rely on. It’s the same foundation powering the world’s most sophisticated organizations, purpose-built for wealth management

“We’ve dramatically elevated our capabilities, proving value to clients beyond market performance.”
      – Advisor, $10B AUM RIA

Modern Usability 

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.”
      – CEO, $12B AUM RIA

Partnership beyond support

We believe all relationships matter — especially the ones with our clients. We’re committed to working closely with you to find solutions to your challenges or build them if they don’t exist.

In-house teams

Skip the hassle of third-party consultants. Our team will work diligently to get your team migrated, trained and using Practifi as soon as possible.

Client-inspired innovation

We draw inspiration from advisor feedback, building our roadmap, features, and workflows to solve the key challenges wealth management professionals face.

Commitment to delivering value

With five annual product releases, deep integrations and a true commitment to your success, Practifi seamlessly supports every angle of your client relationships.

Book a call today to get started.

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The Intelligent CRM for Relationship-Centric Firms

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.

AI-Powered Automation

Use AI to create workflows, record & synthesize notes, initiate tasks, and more. 

Compliance management

Track every email, document, meeting, and note for rich client records in one secure location.

Open API

Connect with the best tools available at no additional cost with our open API.

Pipeline tracking

Watch deals flourish in our rich, industry-specific pipeline management engine.

Enterprise workflow engine

Unlock pre-built workflows for account openings, annual client reviews, and more.

Salesforce AppExchange

Choose from more than 3,000 integrations to create your perfect tech stack.

Centers of Influence (COI)

Segment and manage referral sources efficiently with quantifiable detail.

Analytics and reporting

Monitor team productivity, sales performance and revenue tracking, all in real-time.

Mobility

Access client details, complete tasks, start processes, and more with our rich mobile app.

Integrations to shape your ideal tech stack

Our industry-leading integrations centralize your data and tools, creating the visibility and connectivity you need to excel across the organization.

View all integrations
Practifi wealth management performance optimization platform and CRM

Commitment to client success

We put your success at the core of everything we do. Our dedicated team acts in the best interest of our clients bringing them into conversations about product innovations, advocating on their behalf to integration partners and challenging them when we see opportunities for improvement.

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Industry award-winning technology

Practifi has been recognized as one of the best platforms in the industry, earning high accolades for our intelligent platform design and innovative features.

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“Working with the Practifi team has resulted in a highly customized version of our platform that enables our business partners and clients to interact with our team in an intuitive, user-friendly way. The result has been a simple solution for a complex set of challenges that has improved our client relationships and interactions dramatically.”

Adam Silverman

Head of Private Mortgage, Focus Financial Partners

Ready for a CRM that puts relationships first?

Our team is ready to partner with you to help you own your relationships, own your growth and own your future. Let’s start today.

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