Practifi Overview
Practifi is a CRM designed specifically for financial advisors in the wealth management sector. This platform prioritizes building and maintaining strong client relationships, which is crucial for sustainable business growth. Practifi's tools enable advisors to manage client interactions effectively, ensuring personalized service and deepened client trust. This focus on relationship management helps advisors convert client connections into long-term partnerships, ultimately driving growth. The CRM's tailored features cater to the unique needs of wealth management professionals, making it an essential tool for those aiming to enhance client engagement and retention in a competitive market.
Use Cases
Customers recommend Workflow Management, Engagement Management, Communication Management, as the business use cases that they have been most satisfied with while using Practifi.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Practifi.
Practifi Use-Cases and Business Priorities: Customer Satisfaction Data
Practifi works with different mediums / channels such as E-Mail. Offline. and On Premises.
Practifi's features include Recording, Dashboard, Personalization, etc. and Practifi support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Practifi analytics capabilities include Analytics, and Custom Reports.
Reviews
"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
Practifi, Submittable, Wipster, Quire, Monday.com, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Practifi offers performance optimization tailored for wealth management. Key features include client management, workflow automation, and business intelligence.
Popular Business Setting
for Practifi
Top Industries
- Management Consulting
- Financial Services
Popular in
- Small Business
Practifi is popular in Management Consulting, and Financial Services, and is widely used by Small Business,
Comprehensive Insights on Practifi Use Cases
What Are the key features of Practifi for Workflow Management?
What Are the key features of Practifi for Engagement Management?
How does Practifi facilitate Communication Management?
How does Practifi facilitate Collaboration?
24+ more Business Use Cases
21 buyers and buying teams have used Cuspera to assess how well Practifi solved their CRM needs. Cuspera uses 452 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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. Testimonial By Kyle Wesley |
|
Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. Testimonial By Andrew Godfrey |
|
|
After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’ the business than ‘in’ the business. Testimonial By Robert Baharian |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Kyle Wesley Chief Digital Officer Bleakley Financial Group |
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. Testimonial By Kyle Wesley |
|
Andrew Godfrey Senior Partner & Chief Operating Officer MerCer |
Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. Testimonial By Andrew Godfrey |
|
Robert Baharian Founder & CEO Baharian Wealth Management |
After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’ the business than ‘in’ the business. Testimonial By Robert Baharian |
Case Studies
CASE STUDY Trilogy Financial
CASE STUDY Bleakley Financial Group
CASE STUDY Morton Wealth
CASE STUDY Profusion Planning
CASE STUDY First Foundation Advisors
CASE STUDY EP Wealth Advisors
Video
Practifi Product Tour | US
Peers used Practifi for workflow management and engagement management
Practifi Competitors
Practifi Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (26) |
| Custom Reports | Read Reviews (35) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (26) |
| Custom Reports | Read Reviews (35) |
Practifi Integrations
Practifi integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for Practifi
Overall Risk Meter
Top Failure Risks for Practifi
Practifi News
Practifi Is Building the First AI-Powered, Conversational CRM for Wealth Management
Practifi is developing an AI-powered, conversational CRM specifically for wealth management. The new suite includes features like Smart Process Builder for workflow automation, Follow-up Assistant for task creation, and Smart Search for enhanced data access. These tools aim to redefine client relationship management by integrating AI into the core of the platform, with full release expected in Q4 2025.
Practifi Pinot Meunier Release Notes
Practifi has launched its latest product release, Pinot Meunier, introducing AI-powered features such as the Smart Process Builder and Follow-up Assistant. These enhancements aim to streamline workflows, improve productivity, and offer greater control over operations. The release, available from July 7, 2025, also includes updates in task management, user permissions, and data integrity, aligning with Practifi's strategy to integrate AI into wealth management.
Practifi Barbaresco Release Notes
Practifi has announced the Barbaresco product release, launching April 28, 2025, featuring major enhancements to account opening workflows, team management, event organization, and email functionality to optimize user experience and workflow efficiency.
Practifi Vermentino Release Notes
Practifi introduces the Vermentino release, enhancing Deliverables with new scheduling options, inspired by Vermentino wine's adaptability and user feedback.
Practifi Profile
Company Name
Practifi
Company Website
https://www.practifi.com/HQ Location
Sydney, NSW
Employees
11-50
Social
Financials
SERIES B
