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.

Other use cases:

  • Collaboration
  • Helpdesk Management
  • Contact List Management
  • Rating And Review Management
  • Lead Management
  • Lead Tracking
  • Pipeline Management
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Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Practifi.

Other priorities:

  • Scale Best Practices
  • Increase Sales & Revenue
  • Enter New Markets Internationally Or Locally
  • Launch New Products
  • Improve Visibility
  • Build Brand Awareness
  • Manage Risk
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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 testimonial

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
Practifi testimonial

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
Practifi testimonial

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
CUSTOMERS TESTIMONIALS
Practifi testimonial

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
Practifi testimonial

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
Practifi testimonial

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

Financial Services

CASE STUDY Trilogy Financial

Practifi helped Trilogy Financial improve efficiency and advisor experience. Trilogy needed a CRM that could scale and unify their growing business. Practifi replaced Salesforce Financial Services Cl...oud, offering automated workflows and easy compliance. The new account opening process cut time to open and fund accounts by 50%. Practifi’s Sandbox let Trilogy test and innovate safely. User adoption increased with Practifi’s user-friendly design and e-learning platform.

Financial Services

CASE STUDY Bleakley Financial Group

Practifi helped Bleakley Financial Group improve its CRM and advisor workflow. Bleakley needed better integration with systems like Egnyte and Orion. Practifi built custom features and integrations f...or seamless data flow. Advisors now have a single view of client accounts and tasks. This makes it easier to manage client needs and reduces missed requests. Practifi's support and customization created a strong partnership with Bleakley.

Financial Services

CASE STUDY Morton Wealth

Practifi helped Morton Wealth upgrade their CRM system. Morton Wealth needed a more flexible and transparent CRM to support their advisors. Practifi offered an easy-to-use interface and strong integr...ation with their tech stack. Advisors now spend less time on admin work and more time with clients. Staff adoption of Practifi is high. The firm continued to deliver strong client service even during the COVID-19 pandemic.

Financial Services

CASE STUDY Profusion Planning

Practifi and Conga helped Profusion Planning, a financial advisory firm, overcome CRM limitations and data silos. The firm automated document management and reporting, saving hours of manual work. St...aff now complete document updates in about five minutes instead of three hours. Compliance improved with standardized templates. Profusion Planning can now serve more clients with less effort, supporting their rapid growth.

Financial Services

CASE STUDY First Foundation Advisors

Practifi helped First Foundation Advisors improve client service and streamline operations. The firm replaced Excel and an old CRM with Practifi, gaining better integration and automation. Advisors n...ow spend 10% more time with clients and less on admin work. Practifi's tools made it easy to manage client data and keep relationships strong, even when advisors leave. The new CRM also cut down on email back-and-forth and improved workflow efficiency.

Financial Services

CASE STUDY EP Wealth Advisors

Egnyte and Practifi CRM helped EP Wealth Advisors unify departments and remote offices. The firm needed to manage growth and compliance while streamlining processes. Practifi CRM and Egnyte file mana...gement integrated to provide a single source for client records and files. Employees now access everything from one screen, saving time and boosting productivity. The solution made mobile access and permissions management easy, supporting rapid business growth.

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Practifi Product Tour | US

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Peers used Practifi for workflow management and engagement management

Practifi Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.81/5

Read Reviews (26)
Custom Reports

4.61/5

Read Reviews (35)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.81/5

Read Reviews (26)
Custom Reports

4.61/5

Read Reviews (35)

Software Failure Risk Guidance

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for Practifi

Overall Risk Meter

Low Medium High

Top Failure Risks for Practifi

Practifi News

Product

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.

Product

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.

Product

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.

Product

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