2026 Best Software Awards are here!See the list
Compare Practifi and Salesforce Financial Services Cloud 
At a Glance
Market Segments
Small-Business (73.3% of reviews)
Enterprise (47.4% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$120.00 Per Month
$325.00 1 user Per Month
Practifi
Star Rating
(76)4.3 out of 5
Market Segments
Small-Business (73.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansSalesforce Financial Services Cloud
Star Rating
(222)4.3 out of 5
Market Segments
Enterprise (47.4% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Salesforce Financial Services Cloud excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Practifi. Users appreciate features like the Person Account management and the streamlined access to client information, which enhances their workflow and efficiency.
- According to verified reviews, Salesforce Financial Services Cloud has a robust implementation process, with users highlighting the Action Plans and workflow templates that facilitate automation of repeatable tasks. In contrast, Practifi's setup process is noted to be less intuitive, which may pose challenges for new users.
- Users say that Salesforce Financial Services Cloud offers superior support quality, with a score of 8.4 in this area. Reviewers mention the platform's ability to provide comprehensive resources and assistance, while Practifi, despite having responsive client service, has received slightly lower ratings for support effectiveness.
- Reviewers mention that Salesforce Financial Services Cloud provides a wealth of features tailored for enterprise-level needs, such as visual relationship maps and advanced reporting capabilities. Practifi, while praised for its user-friendly interface, is more focused on small business needs, which may limit its appeal for larger organizations.
- Users highlight the ease of accessing client information in Salesforce Financial Services Cloud, which significantly streamlines record updates and progress tracking. Practifi, on the other hand, is recognized for its customization capabilities, allowing teams to tailor the system to their specific needs, but may not offer the same depth of features for larger datasets.
- According to recent feedback, Salesforce Financial Services Cloud's mobility features are appreciated, although users express a desire for more mobile-specific functionalities. Practifi, while offering a solid user experience, has been noted to struggle with mobile usability, which could impact users who rely on mobile access for their daily tasks.
Pricing
Entry-Level Pricing
Practifi
Additional User Subscription
$120.00
Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
Salesforce Financial Services Cloud
Financial Services Cloud Service Enterprise
$325.00
1 user Per Month
The financial services CRM for service with built-in AI.
- Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Easy-to-Use CSR Console for Single Pane of Glass
- Service Process Studio for Low-Code Customization
Free Trial
Practifi
No trial information availableSalesforce Financial Services Cloud
Free Trial is available
Ratings
Meets Requirements
8.5
66
8.6
148
Ease of Use
8.0
67
8.0
171
Ease of Setup
6.5
53
7.8
110
Ease of Admin
7.0
51
8.0
45
Quality of Support
8.3
65
8.4
141
Has the product been a good partner in doing business?
8.5
51
8.6
48
Product Direction (% positive)
8.4
66
8.5
145
Features by Category
Content
7.7
59
8.3
80
Platform Additional Functionality
7.2
55
8.1
79
8.4
60
8.6
80
8.8
55
8.5
76
6.9
51
8.1
75
7.3
51
7.9
75
Platform Reporting and Analytics
7.9
58
8.5
78
6.0
48
7.9
76
Customer Support
8.1
52
8.4
77
8.0
53
8.4
77
7.2
56
8.3
76
7.1
49
8.4
77
Marketing Automation
5.9
40
8.2
72
6.8
45
8.4
73
5.8
44
8.2
72
Sales Force Automation
7.6
54
8.2
74
8.7
60
8.1
75
6.1
41
8.0
70
5.5
36
8.1
73
5.9
36
8.0
71
Agentic AI - Financial Services CRM
Not enough data
7.9
64
Categories
Categories
Shared Categories
Practifi and Salesforce Financial Services Cloud are categorized as Financial Services CRM
Unique Categories
Practifi has no unique categories
Salesforce Financial Services Cloud has no unique categories
Reviews
Reviewers' Company Size
Practifi
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesforce Financial Services Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
88.0%
Investment Management
9.3%
Insurance
1.3%
Information Technology and Services
1.3%
‐
Other
0.0%
Financial Services
44.9%
Banking
10.7%
Information Technology and Services
5.6%
Accounting
5.6%
Marketing and Advertising
3.1%
Other
30.1%
Alternatives
Discussions
Is Practifi owned by Salesforce?
1 Comment
Official Response from Practifi
No, Practifi is a private and independently owned entity. Our product leverages the power and capabilities of the Salesforce platform so we view them as a...Read more
How much does Practifi cost?
1 Comment
Official Response from Practifi
US product pricing is $1,200 per org per month which includes 10 standard Practifi licenses and everything you need to get started with Practifi. Additional...Read more
What does Practifi do?
1 Comment
Official Response from Practifi
Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale.Read more
Salesforce Financial Services Cloud has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
