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Performance Optimization Platform for Wealth Management

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Practifi Overview

Practifi is a specialized software platform tailored for wealth management and financial advisory firms, offering a suite of features to streamline operations and enhance client engagement. Central to its design is a robust client relationship management (CRM) system, which organizes client data efficiently and provides insightful analytics for better decision-making. Practifi's integration capabilities allow seamless connection with various financial tools and systems, facilitating smooth data exchange and workflow automation. The platform also includes features for compliance management, ensuring adherence to industry regulations. With customizable dashboards and real-time reporting, users can easily track business performance and client interactions. Practifi stands out for its focus on the financial sector, offering tailored solutions to improve efficiency, compliance, and client service.

Contact Details

  • Practifi
  • 2013
  • United States
  • 101-500


  • Email
  • Knowledge Base


  • In-person
  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based

Typical Customers

  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported



Information Services, Information Technology & Services

Practifi Features

  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management

Practifi Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Trial

  • N/A

Free Version

  • N/A

Payment Frequency

  • N/A

Practifi FAQ's

No, Practifi does not offer a free version.

No, Practifi does not offer any free trial.

No, Credit Card details are not required for the Practifi trial.

No, Practifi does not offer an API.

Practifi offers support with the following options:

Email , Knowledge Base

Practifi offers training with the following options:

In-person , Webinar , Documentation

Following are the typical users of the Practifi:

Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

Practifi supports the following deployment:

Cloud Hosted

Practifi supports the following mobile devices: