1. [Home](https://www.g2.com/) 2. ... 3. [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) 4. [Practifi Discussions](https://www.g2.com/products/practifi/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_85156034804b27a38cb46d8616003b02/practifi.png "Product Avatar Image") ![Reward for good Practifi reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/25558/medal.svg "Reward for good Practifi reviews") ](/products/practifi/reviews) [ Practifi ](/products/practifi/reviews) (79)4.3/5 Practifi is the only intelligent CRM company that meets wealth management firms wherever they are in their AI adoption journey. With a shared enterprise-grade, compliance-first foundation, Practifi's CRM solutions bring client data, workflows, and relationship intelligence together in one system to help firms understand what matters, take the right action, and scale without ever needing a new CRM. Visit us at www.practifi.com to schedule a demo. Show More * * * ### 55.0 Nps Score Already have Practifi? ### All Practifi Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 4 years ago More Options - [ # How much does Practifi cost? ](/discussions/how-much-does-practifi-cost) How much does Practifi cost? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Practifi+questions+and+get+answers+from+expert+users+in+our+Practifi+Discussions+section.&title=Practifi+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Practifi+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Practifi+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss%0aAsk+Practifi+questions+and+get+answers+from+expert+users+in+our+Practifi+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Practifi+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss%0aAsk+Practifi+questions+and+get+answers+from+expert+users+in+our+Practifi+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # Is Practifi owned by Salesforce? ](/discussions/is-practifi-owned-by-salesforce) Is Practifi owned by Salesforce? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Practifi+questions+and+get+answers+from+expert+users+in+our+Practifi+Discussions+section.&title=Practifi+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Practifi+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Practifi+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss%0aAsk+Practifi+questions+and+get+answers+from+expert+users+in+our+Practifi+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Practifi+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss%0aAsk+Practifi+questions+and+get+answers+from+expert+users+in+our+Practifi+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # What does Practifi do? ](/discussions/what-does-practifi-do) What does Practifi do? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Practifi+questions+and+get+answers+from+expert+users+in+our+Practifi+Discussions+section.&title=Practifi+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Practifi+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Practifi+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss%0aAsk+Practifi+questions+and+get+answers+from+expert+users+in+our+Practifi+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Practifi+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss%0aAsk+Practifi+questions+and+get+answers+from+expert+users+in+our+Practifi+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/practifi/discussions/new?entry_point=discussions%23product) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/8ec930e77838c7330ef90f24dfc16494/practifi.svg "Product Avatar Image") ### Have you used Practifi before? Answer a few questions to help the Practifi community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fpractifi%2Fdiscuss%3Fsmall_ask%3Dpractifi) No ## Top Contributors in Practifi 1 ![Allison L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Allison L.") AL Loading... ### [Allison L.](https://www.g2.com/users/78e4fbe5-78dc-4fa3-8d11-76e0abfb4399 "Allison L.") Marketing Manager 3 pts