Who Uses This Software?

Wealth management professionals, financial advisors, RIAs, insurers, brokers, dealers, family offices


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $80.00/month/user
  • Pricing Details
    Billed annually
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Practifi
  • practifi.com
  • Founded 2013
  • Australia

About Practifi

Practifi is the business management platform solution for financial advice. RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners.


Practifi Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

Practifi Reviews


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