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Practifi is a solid Salesforce overlay designed specifically for the wealth management industry. It offers a comprehensive out-of-the-box solution, making it an excellent choice for firms that do not have dedicated Salesforce customization resources.
Pros:
✔ Great out-of-the-box functionality – The platform is well-designed for wealth management firms, requiring minimal configuration to get started.
✔ Knowledgeable migration consultants – The in-house team is highly skilled and makes the transition process smooth and efficient.
✔ Administrator-friendly configuration – From an admin perspective, setup and limited customization are intuitive and easy to manage without extensive technical expertise. Review collected by and hosted on G2.com.
✖ Tier 1 support could be more helpful – Initial support responses are not always sufficient, sometimes requiring escalation for resolution.
✖ Customization can be costly and complex – While the product is robust as-is, significant modifications can be challenging and expensive. Review collected by and hosted on G2.com.
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