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Practifi

(0)

The single, unified workplace for your advisory firm.

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Is this product right for your business?

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Practifi - 2025 Pricing, Features, Reviews & Alternatives

Q: Q. What type of pricing plans does Practifi offer?

Practifi has the following pricing plans: Starting from : $120.00/month Pricing model : Subscription

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.

Benefits of using Practifi

Unlock our network of integration partners - We work with the Salesforce AppExchange and industry-leading technology providers like Addepar, Orion, Schwab, Xplan and Microsoft, to unify your client data and create the perfect tech stack for your firm.

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 from

120

/user

Per month

Alternatives with better value for money

Practifi's features

Access Controls/Permissions

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Activity Dashboard

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Activity Tracking

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Alerts/Notifications

(0)

API

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Calendar Management

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Campaign Management

(0)

Client Management

(0)

Contact Management

(0)

CRM

(0)

Customer Database

(0)

Customizable Fields

(0)

Customizable Reports

(0)

Data Import/Export

(0)

Document Management

(0)

Document Storage

(0)

Drag & Drop

(0)

Email Management

(0)

Email Marketing

(0)

Email Templates

(0)

Expense Tracking

(0)

Financial Management

(0)

For Financial Institutions

(0)

Interaction Tracking

(0)

Lead Capture

(0)

Lead Management

(0)

Marketing Automation

(0)

Mobile Access

(0)

Pipeline Management

(0)

Referral Tracking

(0)

Relationship Tracking

(0)

Reminders

(0)

Reporting & Statistics

(0)

Reporting/Analytics

(0)

Sales Pipeline Management

(0)

Sales Reports

(0)

Search/Filter

(0)

Segmentation

(0)

Task Management

(0)

Task Scheduling

(0)

Team Assignments

(0)

Template Management

(0)

Third-Party Integrations

(0)

Workflow Management

(0)

Practifi alternatives

Practifi

(0)

Starting from

120

/user

Per month

Free trial

Free version

Ease of Use

Features

Value for Money

Customer Support

Zoho CRM

4.3

(6.9K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

NetSuite

4.2

(1.6K)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

3.9

Features

4.2

Value for Money

3.8

Customer Support

3.8

monday CRM

4.7

(402)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.5

Value for Money

4.5

Customer Support

4.6

Practifi pricing

Value for money rating:

0.0

Starting from

120

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

Practifi integrations (1)

Top integrations

PreciseFP

Practifi support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Email/Help Desk

FAQs/Forum

Knowledge Base

Training options

Live Online

In Person

Webinars

Documentation

Videos

Practifi FAQs

Q. What type of pricing plans does Practifi offer?

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

Related categories

CRM

Financial CRM