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Practifi

The single, unified workplace for your advisory firm.

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Practifi Pricing, Features, Reviews and Alternatives

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?

Yes, Practifi has an API available for use.


Q. What level of support does Practifi offer?

Practifi offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base

Practifi product overview

Price starts from

120

/user

Per month

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.

Key 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.

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

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Starting from

120

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Per month

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Practifi pricing information

Value for money

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No reviews

Starting from

120

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

Practifi features

Functionality

ic-pricetag

No reviews

Total features

50

2 categories

Most valued features by users

Reporting/Analytics
Third-Party Integrations
Activity Dashboard
Alerts/Notifications
Reporting & Statistics
API
Data Import/Export
Mobile Access

Practifi users reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

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4

3

2

1

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