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Practifi
The single, unified workplace for your advisory firm.
Table of Contents
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Practifi - 2026 Pricing, Features, Reviews & Alternatives
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Practifi overview
What is Practifi?
Today’s wealth management firms rely on a number of critical software platforms to provide excellent client service. However, when these software systems don’t ‘speak’ to each other, important client data becomes isolated in separate platforms. As a result, business efficiency stalls, client relationships suffer and businesses struggle to scale.
Practifi’s product suite solves this problem by providing a single, unified workspace for every role in an advisory firm. With rich client views, intelligent automation, sophisticated analytics, and a user-friendly platform, Practifi helps advisory firms scale sustainably and build better client relationships.
By providing a curated experience for advisory, client service, compliance, management and marketing teams, our role-based apps won Outstanding Achievement in CRM in the 2021 WealthManagement.com Industry Awards.
In addition to a strong technological foundation, Practifi also provides clients with exceptional support. Our experienced onboarding, client success, and professional services teams work closely with clients to ensure they are achieving success with Practifi.
Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale.
Key benefits of using Practifi
One platform for your entire firm - Our award-winning apps for the advisor, client service, compliance, marketing, and management teams help cut down the noise and display the most relevant information for each user.
Improve operational efficiency - Practifi comes fully charged with 10 ready-to-use workflows so that you can get a head start streamlining complex processes. Open accounts, move money, prepare client reviews and more with our enterprise workflow engine.
Starting price
per month
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Practifi’s user interface
Practifi reviews
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Practifi alternatives
Practifi
Starting from
120
/user
Per month
Copper
Starting from
12
Per month
HubSpot Sales Hub
Starting from
20
Per month
LeadSquared
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No pricing info
Practifi pricing
Value for money rating:
Starting from
120
/user
Per month
User opinions about Practifi price and value
Value for money rating:
Practifi integrations (1)
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Practifi support options
Typical customers
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Practifi FAQs
Practifi has the following pricing plans:
Starting from: $120.00/month
Pricing model: Subscription
These products have better value for money
Q. Who are the typical users of Practifi?
Practifi has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does Practifi support?
Practifi supports the following languages:
English
Q. Does Practifi offer an API?
No, Practifi does not have an API available.
Q. What level of support does Practifi offer?
Practifi offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base