--- title: Practifi Reviews meta_title: 'Practifi Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 79 reviews by the users' company size, role or industry to find out how Practifi works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 79 scale: '5' date_modified: '2026-06-20' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Practifi Reviews **Vendor:** Practifi **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 79 ## About Practifi Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi transforms how financial professionals connect with and grow their client base. Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale. Bringing together opportunities to strengthen client loyalty, enhance team collaboration and leverage data-driven insights into one integrated platform, Practifi empowers firms to own their relationships, own their growth and own their future. Visit us at www.practifi.com to schedule a demo. ## Practifi Reviews ### 1. User-Friendly CRM That’s Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Alia A. | Photographer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2026 **What do you like best about Practifi?** It has a more user-friendly approach. It’s easy to navigate compared with other CRM software, since it isn’t as convoluted. **What do you dislike about Practifi?** There are a few tools that I know are still being refined, but with the ongoing expansion and regular updates, I have no doubt they’ll improve soon. **What problems is Practifi solving and how is that benefiting you?** It has helped our RIA firm streamline processes so clients and colleagues have a smoother overall experience. In turn, that improved experience supports additional business and continued growth within our firm. ### 2. Awesome Flexibility and People **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly H. | Mutual Funds & Stocks Trader - Trust Investment Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Practifi?** The Flexibility and the people are awesome. **What do you dislike about Practifi?** It is a much karger system than we need. **What problems is Practifi solving and how is that benefiting you?** Deliverables for xclients. Maintaining records. Helping track networks ### 3. Great Reporting and Client Data Storage, but Finding Key Info Takes Digging **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Practifi?** It’s a great place to store client data and if the data is good, the reports are great **What do you dislike about Practifi?** Sometimes you have to dig for client information. It would be nice if certain client info lived in the household overview, such as ssn **What problems is Practifi solving and how is that benefiting you?** It is streamlining processes, and making it so requests all live in practifi ### 4. Great Wealth Management specific CRM built on Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Cameron R. | Chief of Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Practifi?** Practifi has done a great job of taking the generic Salesforce CRM, and reworking to be specific for wealth managers. Their product is user friendly, but still has the powerful engine and customization of SF. They have multiple development releases each year and are always looking for feedback to improve their product. Out of all CRMs we looked for, Practifi was the best and I would onboard with them again. **What do you dislike about Practifi?** There are some restrictions to customizing Practifi managed objects or back-end, admin related configurations that they do not allow individual customization without a full work order. I also didn't think they did a great job of hand holding through early implementation and I had to learn a lot on my own before rolling it out to my company. **What problems is Practifi solving and how is that benefiting you?** They are working through bugs and some ease of workflows and usability. This helps with my day-to-day along with other members at my firm. ### 5. Exceptional Experience with Practifi **Rating:** 5.0/5.0 stars **Reviewed by:** Tina W. | Portfolio Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Practifi?** I have been working with Practifi for the past couple of years, and I couldn't be more impressed with the experience. From the very beginning, their team demonstrated a high level of professionalism and expertise. They were incredibly responsive to our needs and provided tailored solutions that perfectly matched our requirements. The platform itself is intuitive and user-friendly, making it easy for our team to navigate and utilize its features effectively. The integration process was seamless, and any questions we had were promptly addressed by their knowledgeable support staff. One of the standout aspects of Practifi is their commitment to customer success. They went above and beyond to ensure we were fully satisfied with the service, offering valuable insights and guidance throughout our journey. Their dedication to excellence is evident in every interaction. Overall, working with Practifi has been a game-changer for our business. We have seen significant improvements in our workflow and productivity, thanks to their innovative solutions. I highly recommend Practifi to any organization looking for a reliable and efficient platform to manage their operations. **What do you dislike about Practifi?** After familiarizing myself with Practifi's ZenDesk, I cannot think of anything that I dislike. Their ZenDesk has been my go-to before reaching out to their support team. **What problems is Practifi solving and how is that benefiting you?** Working with Practifi has been an outstanding experience for our team. Their expertise in creating customized workflows has significantly simplified our employees' workloads, leading to remarkable improvements in efficiency and productivity. From the outset, Practifi's team took the time to understand our unique needs and challenges. They designed workflows that were not only intuitive but also perfectly aligned with our operational goals. The implementation process was smooth, and their support throughout was exceptional. The new workflows have streamlined our processes, reducing the time and effort required for various tasks. Our employees have found the platform easy to use, and the transition has been seamless. Practifi's solutions have enabled us to focus more on strategic initiatives rather than getting bogged down by administrative tasks. What truly sets Practifi apart is their commitment to our success. They have been proactive in providing ongoing support and valuable insights, ensuring we continue to reap the benefits of their solutions. Their dedication to excellence is evident in every interaction. Overall, Practifi has been a game-changer for our team. Their innovative workflow solutions have made a significant positive impact on our daily operations. I highly recommend Practifi to any organization looking to enhance their efficiency and simplify their workflows. ### 6. Current Client of Practifi **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Practifi?** The company is proactive about updates that will result in improved ease of use, practicality of use and efficiency of use . They also reach out to the end users for their input and ideas. Their support is quick and very knowledgeable. The Account Representatives are very helpful in checking in, finding out what our pain points or projects are and gets the client the help they need to resolve issue and complete projects. We have been able to integrate our portfolio reporting system with Practifi and we have integrated our filing system and our Outlook syncing solution which has made for a robust central platform. **What do you dislike about Practifi?** with every CRM there are items that are a pain point. The processes are still a bit clunky and not as streamlined as we would like but this is also becoming better and another place where the company is always working to improve. **What problems is Practifi solving and how is that benefiting you?** We are able to view our clients information, daily financial data and account information, emails, meetings and history in one place. Makes for less hopping around applications and centralizes our workflows. The Process Tasks are helping to make these flows more automatic with multi-step tasks that are triggered by the outcomes of other tasks. ### 7. Great Salesforce overlay packed with useful features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Practifi?** 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. **What do you dislike about Practifi?** ✖ 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. **What problems is Practifi solving and how is that benefiting you?** Practifi is solving the industry-wide issue of fragmented data, back-office inefficiency, compliance challenges, and limited scalability by providing a wealth management-specific CRM that enhances automation, client relationships, and business growth—all on the Salesforce platform. ### 8. RIA Clearing Through Pershing and Schwab **Rating:** 4.0/5.0 stars **Reviewed by:** Danforth F. | Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2025 **What do you like best about Practifi?** While doing due diligence for our CRM project, we found Practifi inhabited a unique space in the business - large enough to handle the myriad complexities that have developed in our business over the course of 30 years, but still nimble enough to allow us to customize for our wildly independent advisor teams. **What do you dislike about Practifi?** All strengths are typically also weaknesses, so the biggest challenge is simply the downstream work involved in keeping the platform running smoothly given the complexity and customization that we need. This isn't really a function of the platform - more so of our business itself. But this is the biggest challenge. Even with the flexibillty and customization that Practifi provides, it still takes a tremendous amount of work to keep going and there are still things that we have to make decisions about because the platform just can't offer every little customization advisors wish for. **What problems is Practifi solving and how is that benefiting you?** The biggest gain will be for helping those advisor teams who currently do not use digital processes/workflows start down this path. This should also start to help our corporate staff understand how the advisor CRM workflows should integrate with back-office processes. All of these, right now, are essentially manual for us. Our President made a keen observation recently, saying that our technology seems to be highlighting our problems as much as they are helping to resolve them, and I think that is true for us. We are at the very beginning of our journey toward an integrated technology platform, and we still have a long way to go. Practifi is going to be the vehicle by which we make the move into the 21st century. ### 9. My office had an issue with integrating a reliable CRM that we can operate out of on a regular basis **Rating:** 4.5/5.0 stars **Reviewed by:** Jared V. | Wealth Advisor & Fin Tech Support, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Practifi?** The task feature is the best for our office as we delegate tasks to frequently and Practifi has helped to create a seamless and accurate system where we can count on operational activities to get completed in a timely manner and with great accuracy. **What do you dislike about Practifi?** There are some issues related to navigating the user interface but I'm sure those preferences are so nuanced that it would be impossible to please everyone. **What problems is Practifi solving and how is that benefiting you?** Helping to create an environment that fosters a culture of transparency, accountability, and accuracy. ### 10. Chief Compliance Officer **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff W. | Chief Compliance Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about Practifi?** Practifi has helped tailor and streamline Salesforce to fit the needs of our company. The user interface they have designed for us is much more simple and easier to navigate, our staff has sufficiently adopted to the changes faster than we originally projected. The Practifi team has been fantastic as well. Whenever we have had questions or they have been prompt with their assistance and clearly communicate the answers. **What do you dislike about Practifi?** The only drawback I’ve encountered is that some of our data imports have been a bit complex to set up, requiring some time clean-up and formatted correctly. However, the customer support team has been responsive and helpful whenever we've needed assistance, and with their guidance we were able to overcome this issue fairly quickly. **What problems is Practifi solving and how is that benefiting you?** Practifi is helping us integrate tasks and reports formally tracked by individual departments into one centralized system available to all members of the company. This has already saved departments time as the information is more readily available without having to communicate the status of the project. ### 11. Dedicated, hands on client service team that provides a personalized experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Practifi?** Intuitive front line user interface. Ability to customize for teams needs. Client service team that meets with you regularly and helps brainstorms customization for specific scenarios. **What do you dislike about Practifi?** Family tree delivery for multiple generation view. **What problems is Practifi solving and how is that benefiting you?** Tracking interactions and follow ups for clients. Client relationship manager for easy access to client's family members and professional advisors. ### 12. Good experience with Practifi **Rating:** 4.0/5.0 stars **Reviewed by:** Pam M. | Sr. Client Service Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Practifi?** Very robust system, ability to support a lot of data for clients **What do you dislike about Practifi?** The back end of Practifi isn't very user friendly **What problems is Practifi solving and how is that benefiting you?** Keeping track of all of our clients data and deliverables **Official Response from Allison Lasley:** > Dear Pam, Thank you for taking the time to share your thoughts on Practifi. We are delighted to hear that you had a good experience with our system, and appreciate your honest feedback about both the positives and negatives. We are glad to hear that you find Practifi to be a very robust system that is capable of supporting a lot of data for clients. We designed Practifi to be a powerful tool for managing client relationships and delivering exceptional service, so it's great to know that our efforts have paid off in your experience. Regarding your feedback about the back end of Practifi, we apologize for any frustration this has caused you. We are constantly working to improve the user experience, and will take your feedback into account as we continue to make updates and enhancements. We are thrilled to hear that Practifi is helping you keep track of all of your clients' data and deliverables. Our goal is to make it easy for you to stay organized and provide the best possible service to your clients, so it's great to know that we are delivering on that promise. Once again, thank you for your review and for choosing Practifi as your CRM. If you have any further feedback or questions, please don't hesitate to reach out to your Client Success Manager! Best regards, Allison ### 13. Great vision into our single source of truth **Rating:** 5.0/5.0 stars **Reviewed by:** Phillip S. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2024 **What do you like best about Practifi?** Practifi has given us a clear view into the metrics of the business in a clear and concise manner. I appreciate being able to customize the fields we are using and what we care most about. Being able to generate custom reports and dashboards allows us to see what matters most, quickly. The team has been great in their support of our transition and have been prompt in implementation. **What do you dislike about Practifi?** Coming from another CRM it can be time consuming to transition, but worth the investment. **What problems is Practifi solving and how is that benefiting you?** Practifi is allowing us to view our production and sales metrics in a clear way. It is allowing us to hold our advisors and teams accountable to their work and we can clearly track what has been going well and where we are struggling. ### 14. Customer Service Extraordinaires! **Rating:** 4.5/5.0 stars **Reviewed by:** Kelsey B. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about Practifi?** The members from our team at Practifi came out for 2 days to assist our company which went above and beyond the usual customer service I'm used to anywhere else! They helped us with questions in-person, hosted live trainings for our team, and are available pretty much 24/7 for any questions or issues that may arise. It may have been a chaotic switch, but Practifi made it easy to ask questions and switch with ease of mind! **What do you dislike about Practifi?** Nothing, really. It's a new system so there are quite a few bugs and kinks to work out, but thanks to our dev and customer support team, it has made it a lot easier than we initially expected! **What problems is Practifi solving and how is that benefiting you?** Just working through current kinks of launching a new system through Practifi Lightning. They help us manage our clients, vendors, prospects, etc. with ease! ### 15. Revolutionize our practice **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2025 **What do you like best about Practifi?** It is built on Salesforce, so there are several integrations with other tools we use and quick adaptations for first-time users. The end-user experience is very streamlined and easy to use. Practifi also offers a learning portal for quicker user adaptation. The Support team quickly answers your questions and assist with troubleshooting. **What do you dislike about Practifi?** To properly implement all the system's tools, a lot of administrator backend work needs to be done. **What problems is Practifi solving and how is that benefiting you?** Process creation will eliminate the need for written-out SOPs and allow for easier team member onboarding. Streamline client deliverables and oversight of where it is in the process. ### 16. Major Upgrade to Practifi! **Rating:** 4.5/5.0 stars **Reviewed by:** Cassie L. | Client Service Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Practifi?** Practifi takes the guess work out of setup in the CRM system! When you want to add a new client, it walks you through the fields that should or might be required. When you want to setup a report to pull data from the information entered or feeding into the system, it's a straight-forward process. I also like the ability to quickly see what tasks I have delegated to other members of the team that have not been completed. Practifi (in addition to email) is where I spend most of my day when working through tasks and requests from clients. Not only does the system notify me anytime a new task is created and assigned to me, but also has linked up with my email calendar to provide reminders of calendar events coming up. I find this feature very helpful as I can sometimes miss notifications in my email for calendar reminders, but Practifi helps me stay on track. Practifi is a MAJOR upgrade from the previous CRM system we were using, and as manager of my team, I've found the platform very easy to train new hires on as well. **What do you dislike about Practifi?** The biggest downfall I've seen with Practifi in my time working with this CRM system (over 2 years) is the ability to set proper timing for recurring tasks. Unlike other CRM systems I've worked with that have programed in weekly/monthly/annually, etc., Practifi requires a set number of days. For example, this means that on recurring tasks that you need to see on a specific day of month, it could show up a day too soon or a day late depending on the number of days within that month. My hope is this feature will be upgraded in the system in future deployments to work off of set periods of time OR number of days, giving users the options to choose what best suits them. **What problems is Practifi solving and how is that benefiting you?** Practifi helps our company stay on the same page when it comes to servicing the client. It's understood that a task must be created for client requests to ensure they are being properly documented and completed. The ability to create Workflows around some of our more standarized processes has also been key in helping everyone in the company work with the same understanding of what is needed/required to be able to successfully move forward with the task at hand. ### 17. I bit clunky. **Rating:** 3.5/5.0 stars **Reviewed by:** R N. | Financial advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about Practifi?** Decent CRM. Has good features. Could be more functional “on the go” **What do you dislike about Practifi?** Lack of app. Needs better access and functionality while mobile. **What problems is Practifi solving and how is that benefiting you?** Notes with clients ### 18. Overall a positive experience, but with some difficulties along the way **Rating:** 3.5/5.0 stars **Reviewed by:** Kaylee G. | Senior Operations Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2024 **What do you like best about Practifi?** Using Practifi has overall been a good experience. The interface is mostly user friendly once you get used to the navigation. I like the ability for customization when it comes to creating fields and workflows. I also like the functionality of deliverables. The customer service has also improved in recent times, and I feel that I am getting more helpful answers when submitting a ticket or going to our CSM. It also integrates fairly well with our Tamarac reporting software. **What do you dislike about Practifi?** We had some large difficulties upfront with implementation where our data was not uploaded correctly and many tasks were missing, so we had a rough start with users not feeling like they could trust the system. I also have some difficulties with the functionality in the reporting. For example - it is still very difficult to create a report that shows multiple columns of fields by client, but then filter specifically for clients that have a certain user as a specific business role. You have to specifically use a report for servicing team in order to find these certain subsets of clients, but then the fields in those reports are very limited, so I end up having to combine multiple reports in excel. We also have difficulty with the list email functionality, where it can be difficult to filter for specific subsets of clients by certain business roles, and it is also inconvenient that the maximum clients that can be sent a list email at once is 200. **What problems is Practifi solving and how is that benefiting you?** We primarily use Practifi to house client information, keep track of current and past client tasks, and take meeting notes. It is beneficial from a regulatory standpoint to keep track of what is going on with clients at all times. ### 19. More than you need, less than you'd expect **Rating:** 3.5/5.0 stars **Reviewed by:** Andrew K. | Director Of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Practifi?** The ability to report on almost anything has been very useful. The ability to quickly modify desired pages has been very useful as well. When a user asks for a new field to store data it only takes me a handful of minutes to roll something like that. It's integration with Orion has been extremely useful as well - especially with field syncing reducing the need to update both databases manually. I also like that our teammembers actually use the thing regularly, rather than just a handful like our old CRM. Unfortunately the main gap in usage comes from leadership, though it seems to work alright to have data floated up from the team to the partners. **What do you dislike about Practifi?** The onboarding (though 3 years in the past now) was quite lengthy and I don't believe our onboarding education was handled as well as it could have been. In addition asking for support always seems to dance between the line of getting actual platform support vs getting pushed for professional services. In addition I have a feeling that having taken a good few Salesforce trailheads I may have more of a command of the platform that could be expected from the casual user. I've accidentally (pretty severely) broken things before and thankfully have been able to fix them myself pretty quickly, but the time it takes for a response concerns me for the inevitable time I break something I can't fix and need to wait however many hours for a response from the team on a solution. In addition being part of a managed package means that a lot of customization is locked behind Apex code, flows, or objects I can't touch - leading to minor adjustments like the fields I want users to input when creating a new household being out of reach and locked to a professional services engagement. I also really dislike how finnicky things are with switching between table or having different fields on different screens dictate how other fields behave. The best example I think is how clunky the location address system is within Practifi. Even today three years in our users avoid updating addresses and prefer myself and my power user colleague to do it for them. **What problems is Practifi solving and how is that benefiting you?** Just having a centralized store of client data and notes has been key. Outlook integration has also improved our abilities to asynchronously communicate. Salesforce's reporting suite combined with Tableau has also been great in improving our ability to track business performance as well as our client touchpoints. We're also tracking prospects in the system far better than we used to, though there's still quite a gap in usage from advisor generated sources. Leads from our business partners or website or tracked quite accurately. ### 20. Beneficial for maintaining client information, creating and prioritizing tasks. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Practifi?** The system is user friendly. Client service is very responsive. **What do you dislike about Practifi?** Would like to see additional training courses with active participation rather than watch videos where you are unable to answer questions. **What problems is Practifi solving and how is that benefiting you?** We are able to maintain client information, create tasks for employees from account openings, account maintenance and money movements by creating the fields needed. ### 21. Bleakley Review **Rating:** 5.0/5.0 stars **Reviewed by:** Pat S. | Technology Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2024 **What do you like best about Practifi?** The product is super intuiatvie and the support team is always helpful **What do you dislike about Practifi?** We do not have any major issues with Practifi, most of the issues we run into are slaesforce limitations. **What problems is Practifi solving and how is that benefiting you?** Practifi provides a great out of the box product that helps advisors find info quickly and store information in conventient spots. While we do have a ton of customizations, the out of the box client profile page is awesome. ### 22. Top Notch Customer Support **Rating:** 4.5/5.0 stars **Reviewed by:** Jessica D. | Director of Advanced Planning; Chief of Staff to Founder/CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2024 **What do you like best about Practifi?** My firm has been using Practifi for about 2 months. We have requested numerous customizations based on the way we currently do business and Practifi has been able to consistently deliver on these requests in a timely manner. **What do you dislike about Practifi?** Integration for us has been slow as we have many users who have never used a CRM and change is always difficult, but the Practifi team has been a great support in our effort and our new users are getting more and more comfortable every day. **What problems is Practifi solving and how is that benefiting you?** All of the KPIs that our leadership team monitors are manually tracked/calculated. Once fully integrated, we will be able to automate much of this data collection. ### 23. Great CRM software aligned to my investment management business **Rating:** 4.5/5.0 stars **Reviewed by:** Craig B. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Practifi?** Integration with Addepar, and it was built for my investment management business **What do you dislike about Practifi?** It operates on a Salesforce chassis. This is good, but it's a language all its own. The Practifi tech support people are very good and completely understand Salesforce. However, as a non tech, non CRM minded professional, I find it sometimes hard to articulate my wish in Salesforce terminology. I wish Practifi had more investment management experienced client relationship manager who can show us the best practices that have been developed that we could immediately use, rather than try to build solutions ourselves. **What problems is Practifi solving and how is that benefiting you?** Facilitates administration of high volumes of business on many customer accounts, avoiding financially costly mistakes. ### 24. Chief Operating Officer **Rating:** 4.0/5.0 stars **Reviewed by:** Taylor J. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Practifi?** I like that they are continually upgrading the product and we have a central point of contact we can reach out to for assistance. **What do you dislike about Practifi?** When we have technical issues, the only want to communicate/troubleshoot with the support team is via email. We aren't able to call and talk over the phone. I also wish we could get a direct phone number for our Client Success Manager. They only communicate by email. **What problems is Practifi solving and how is that benefiting you?** the servicing of our clients. **Official Response from Finn Gilbert:** > Hi there, We're delighted to hear that you appreciate our continuous product upgrades and the convenience of having a central point of contact for assistance. Ensuring that Practifi evolves to meet your needs is one of our top priorities. We understand your concerns about technical issues and the communication process with our support team. We apologize for any inconvenience caused by the email-only communication method and the lack of direct phone access to your Client Success Manager. Your feedback is duly noted, and we'll explore ways to improve our support channels to better serve you. It's great to hear that Practifi is supporting you in the servicing of your clients. We're committed to providing tools and solutions that streamline client service processes and enhance overall efficiency. Thanks again, Finn ### 25. A great platform out of the box that you can customize even further. **Rating:** 4.5/5.0 stars **Reviewed by:** Jeremy M. | VP, Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Practifi?** Practifi has a great team that are willing to listen and work to help customize our instance and needs. Their out of the box product is great for advisors and even better they are built to support enterprise firms as well. **What do you dislike about Practifi?** Although built on Salesforce, there are some limitations in features/products that Salesforce direct has. **What problems is Practifi solving and how is that benefiting you?** Building out our Homeoffice instance along with Business Development and Transitions Apps. ### 26. Great starting point **Rating:** 4.0/5.0 stars **Reviewed by:** Caite S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2024 **What do you like best about Practifi?** - Comes with a great starting point for financial services, so you aren't building a CRM out from scratch - Support desk features real humans that you'll get to know - Built on the Salesforce platform, so there's lots of help on the internet - You get an account rep who can help with big picture items. Ours is great, but he is also very new to Practifi, so that can be a challenge. **What do you dislike about Practifi?** - Doesn't provide support on flows and other more complex functions, which can be limiting if you don't have a SF developer on staff. Sometimes you can get in front of someone who will show you some tricks though. - Support can be slow and confusing at times. - Lack of documentation on more complex topics, such as permissions. **What problems is Practifi solving and how is that benefiting you?** Allowing our CRM to be the backbone of our client data and processes, without having to build it out from scratch. ### 27. Practifi at Bartlett Wealth Management **Rating:** 4.5/5.0 stars **Reviewed by:** Joe C. | Director of Strategy and Business Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2024 **What do you like best about Practifi?** Practifi's commitment to the RIA space. They have developed a product that specifically addresses the needs of RIAs. The user interface is very friendly and easy to navigate. The process engine they have built allows us to manage client workflows in a more efficient manner. They are very receptive from a customer service standpoint. **What do you dislike about Practifi?** Some of the custom settings in Practifi are not accessable by the end user. Needing to reach out for help more than I would like to. **What problems is Practifi solving and how is that benefiting you?** Organization of our client data and records. Allowing us to manage workflows that were previously manual in the system. Provides better transparency and accountability across all client related initiatives. ### 28. Great CRM with ongoing service & enhancements **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Practifi?** Transition from your old CRM into Practifi was very smooth. Overall ongoing support for issues that arise. The number of new features that they continue to rollout over time. The system is very easy to use and can be adapted based on your firm's needs/wants. They are willing to listen to new ideas and feedback to continue to make new enhancements in the future. **What do you dislike about Practifi?** Learning some of the new features can take time. Sometimes the number of changes can be overwhelming and sometimes isn't clear on what changes have been released. **What problems is Practifi solving and how is that benefiting you?** They keep our information for clients in one central location. Additionally it helps with our multiple processes/workflows to track what employees are working on. We also use it for keeping our prospect information in which we utilize to then convert and track the conversion of those prospects. ### 29. Good Product; Customization needed but support lacks in supporting customization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2024 **What do you like best about Practifi?** The thoughtfulness on how Data can be used. IE rolling data up to other fields. Built around wealth management so fields available are fields you would want to see. in depth back end allows for useful processes & workflows. More automated than other CRMs after fully built out. **What do you dislike about Practifi?** Out of the box environment is lacking in some areas and needs customization, but little to no education on how-to. Must self teach. IE - No permissions are set on login, practifi success has articles on permissions, but they are very top level and do not provide details on what each permission category restricts. Same problem with sharing rules, creating views, changing names of fields. **What problems is Practifi solving and how is that benefiting you?** Creating a more automated CRM through formula fields, more detailed and efficient workflows and processes, merge fields, templates. ### 30. Works Well for our Basic Functions **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 06, 2024 **What do you like best about Practifi?** Once setup, the workflows work well and each step can be easily followed. The queue is the foundation of our Operations team. **What do you dislike about Practifi?** Setting up workflows is a nightmare - not intuitive and way too many steps. Different permissions for different users is also not intuitive. Too many groups and permission sets you have to assign and then it doesn't even work as expected so just make all key users admins to get around it. **What problems is Practifi solving and how is that benefiting you?** Operational workflows and whose responsibility each action belongs to is clear. ### 31. A powerful platform with room to grow **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2022 **What do you like best about Practifi?** The best thing I like about Practifi is the ability to customize certain elements of the platform. **What do you dislike about Practifi?** When rolling out Practifi, you need to make sure what pages/items you want on or off. For us, we have multiple redundant fields and can't remove them cause half our company uses them. It's just more overhead, be aware as you roll out. **What problems is Practifi solving and how is that benefiting you?** There are metrics and workflows that our company wants to see. We're bringing in workflows to Practifi so everything we do is tracked and accounted for. Examples included, Client Annual Reviews, New Business development cycle. **Official Response from Allison Lasley:** > Dear Reviewer, Thank you for taking the time to share your experience with Practifi. We appreciate your honest feedback and are glad to hear that you find Practifi's power and flexibility valuable, including the many API connections available. We understand that navigating the power of Practifi can be overwhelming at first, and we are constantly working to improve the user experience and make the system more intuitive for end-users. If you haven't already, we recommend checking out our PractifiU online learning academy to help with new user adoption. We appreciate your feedback on navigation and usability, and we will use it to guide our efforts to make Practifi easier to adopt and use for everyone. We are thrilled to hear that Practifi is becoming your source of truth for data, and that it is helping you organize and use your data in a meaningful way. Our goal is to help wealth management firms do more with their data, and we are glad that Practifi is benefiting you in this way. Thank you again for your feedback and for choosing Practifi as your CRM platform. If you have any further feedback or questions, please do not hesitate to reach out to your Client Success Manager. Best regards, Allison ### 32. Vice President - Client Advisor **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah E. | Vice President - Curated Wealth Partners, Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2024 **What do you like best about Practifi?** Practifi helps simplify a powerful, yet overwhelming tool - Salesforce. Practifi's team works diligently to continually improve their platform to keep up with the changing needs of the industry. Their staff is unmatched in their level of care and personal support. **What do you dislike about Practifi?** Wealth management firms are not created equal, so some of the customizations (which may feel obvious to a firm) require extra time/expenses to build out. **What problems is Practifi solving and how is that benefiting you?** Practifi helps create visibility into firm-wide processes and procedures, task management, and client details. As previous Salesforce clients, the system was really just a digital rolodex because of the complexity with the system. Practifi's overlay helps simplify and streamline. ### 33. Click Fatigue **Rating:** 3.0/5.0 stars **Reviewed by:** Christina M. | VP, Compliance & Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2024 **What do you like best about Practifi?** Dashboard view in nice and easy to read. The process creation step. **What do you dislike about Practifi?** There are a lot of clicks to complete any single task or process step. Not easy to customize. Support team responds to everything with an article link that has nothing to do with your issue. Impossible to speak to someone. **What problems is Practifi solving and how is that benefiting you?** Gathering all personal client information, along with assets, client meeting notes, processes. ### 34. Great CRM for RIA Firms **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 24, 2024 **What do you like best about Practifi?** I like that it is customized for wealth management and easy for advisors to use once they understand the system. In addition, there is a lot of functionality available when it comes the different tiles when can add to the entities, etc. **What do you dislike about Practifi?** I feel that internal resources are spread thin and it makes it difficult to get things done in a timely manner. In addition, technical expertise seem to be limited. I also think there needs to be more turn key integration options available between outside platforms like Black Diamond. **What problems is Practifi solving and how is that benefiting you?** Practifi is helping us streamline how we manage our clients across our organization. This benefits us as it creates uniformity and consistency across our offices. ### 35. A Robust Solution powered by an incredible team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2024 **What do you like best about Practifi?** The Practifi Platform provides an incredible baseline for operating your business. It's easy to implement and you have a ton of features to grow into as you and your team develop on the platform. We use it daily and have never looked back! The support is responsive and the team is always ready to help guide you on how best to leverage the platform. They'll even work with you directly to help customize the platform for your way of doing business or help you integrate with key technology outside the platform. **What do you dislike about Practifi?** Practifi is a huge platform and can often be overwhelming to users. While it's easy to implement, it's difficult to master. You can take on more than you can chew and find yourself losing productivity. I strongly recommend engaging with your CSM and the Practifi support team to help make sure you're not running before you can walk! **What problems is Practifi solving and how is that benefiting you?** Practifi helps us service our Clients and grow our business. Prior to Practifi things were falling through the cracks. Using their platform has given us the tools to be proactive about how we service rather than reactive. It's also given us the tools to recognize where we're not applying appropriate resources and adapt to our clients needs. As for growing our business, Practifi gives us a streamlined way to track and run our pipeline that seamlessly integrates with our service model. It's straightforward and works well. **Official Response from Finn Gilbert:** > Thanks for sharing your experience with Practifi! We're thrilled to hear that it's become such an important part of your business. I'ts great to hear you are benefiting off Practifi's robustness and scalability. We're all about providing a platform that grows with you and your team. It means a lot that you find Practifi easy to implement and that it's been so impactful for your team. Our support team is here to make sure you get the most out of Practifi and tailor it to fit your needs. Thanks again for reviewing Practifi. Best regards, Finn ### 36. Enormous Opportunity Available **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Practifi?** Enormous opportunity for customization is available if you put in the work. You can get extremely granular with Salesforce's developer platform. Customer support is quick and efficient. **What do you dislike about Practifi?** If you don't have the time and energy to put in the work on the backend, you won't benefit from the massive amount of customization available. Sometimes the developer options, and especially the security settings, are overwhelming to even a technologically advanced person. **What problems is Practifi solving and how is that benefiting you?** Organizing client data, logging notes, calls, text messages and emails, linking calendar events to deliverables, tracking deliverables, reporting on client demographic data ### 37. Practifi is a good, Salesforce based CRM tool customized for financial advisors. **Rating:** 3.5/5.0 stars **Reviewed by:** Aaron P. | Director of Basecamp Technology Procedures, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Practifi?** Ability to customize and it's infrastructure on the Salesforce platform. **What do you dislike about Practifi?** Sometimes there are too many different ways to do something when it would be simpler for it to just be done one way. **What problems is Practifi solving and how is that benefiting you?** It is allowing our financial advisors to use a consistent tool to track and manage their business development for new clients. ### 38. Good entry into the Salesforce arena **Rating:** 4.0/5.0 stars **Reviewed by:** Kim M. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Practifi?** Onboarding has been very thorough. We've just started using Practifi, so I can't say much more. **What do you dislike about Practifi?** It took 4 weeks for our onboarding to start. **What problems is Practifi solving and how is that benefiting you?** There are many integrations with Salesforce and the reporting features are stronger than Wealthbox. ### 39. A very difficult onboarding but the improvements that last 3 months have been very positive. **Rating:** 3.5/5.0 stars **Reviewed by:** Joe M. | Managing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2024 **What do you like best about Practifi?** The customization, specifically for Home Office projects and the ability to create complex work flows. **What do you dislike about Practifi?** Moving data over to the platform. I do not think implementation is easy and its slow. **What problems is Practifi solving and how is that benefiting you?** The duplication of data- that is helping because our advisors do not want to see duplicates and other advisors clients. ### 40. Software works for you **Rating:** 4.0/5.0 stars **Reviewed by:** Justin C. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Practifi?** The ability to automate routine processes and tasks is like having the software as an assistant. Instead of having to remember specific dates and deadlines, it's easy to program the software to think for you. If I have any questions or need help modifying anything, the support team is very helpful in providing the best course of action. **What do you dislike about Practifi?** The integrations can be a little buggy. We integrate with Pulse360, Tamarac and MoneyGuide, and sometimes receive error messages with things not syncing correctly. **What problems is Practifi solving and how is that benefiting you?** Being able to easily create dynamic reports allows our entire team to focus on the important aspects of the reports, rather than spending time digging through the data. This lets our entire team collaborate on strategies without taking too much time away from other aspects of the business. **Official Response from Finn Gilbert:** > Hi Justin, Thank you for taking the time to share your experience with Practifi. We're delighted to hear that our software has been a valuable asset to your team. It's wonderful to know that Practifi's automation features have made your processes more efficient, allowing you to focus on what truly matters without the hassle of remembering specific details. We understand the importance of seamless integrations, and we apologize for any inconvenience caused by sync issues. We're always working to improve any difficulties or bugs for a smoother user experience. Thanks again. ### 41. Practifi has been our first real experience with a CRM and has a robust offering of integration. **Rating:** 4.0/5.0 stars **Reviewed by:** Zane K. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2023 **What do you like best about Practifi?** Clean UI focused on the RIA business. Practifi simploifies the complex set-up of Salesforce to make it eaier to set-up and work with integrations. The auto loging of events and emails is a game changer for our firm. **What do you dislike about Practifi?** There is a lot of turnover a Practifi and it makes it difficult on a project basis to get support. The PRacitifi customer support is very responsive for one off issues ut as we want to build out our PRacitifi environment there has been a lag in being able to do so efficiently. **What problems is Practifi solving and how is that benefiting you?** First Foundation utilizes PRactifi as a central data base where client information and financial information meet to allow our advisory teams to see the full picture of the client and benefit from workflows that automate clients requests or changes. ### 42. Excellent financial CRM platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Practifi?** We have used Practifi for almost 5 years at this point. In that time, we have gone through a complete platform update, as well as a few changes to our Client Success Lead. Throughout all of those changes and updates, the experience has continued to improve. The updates the platform pushes out are always relevant and almost always a direct result of customer feedback. The customer support is excellent. **What do you dislike about Practifi?** The time to resolution for support tickets can sometimes be a few days. **What problems is Practifi solving and how is that benefiting you?** Practifi helps us centralize all client and prospect data, contact information, and activity. It helps provide us with one source of truth for all our data. ### 43. Really powerful tool making a lot of positive changes **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about Practifi?** Lots of great features built specific to the financial space and continued pipeline for enhancements. A great overlay for Salesforce to not have to build from the ground up. **What do you dislike about Practifi?** Education around enhancements and how to customize is very limited. A lot of "do it yourself" training and work is required. Salesforce knowledge is a must for building up the system specific to your firm's needs. Lots of clicks to get from point A to B. **What problems is Practifi solving and how is that benefiting you?** Responsiveness to feedback from our team about features that should be added or fixed. Responsiveness is slower than we'd like, but we feel heard on many things. ### 44. Great CRM Powered by Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Practifi?** Easy to understand dashboards, integrations with many third party applications, lots of custom features **What do you dislike about Practifi?** No Practifi specific mobile app, only Salesforce Mobile. **What problems is Practifi solving and how is that benefiting you?** Building out a CRM that is tailored to our many offices and complex business structure. Integrating third party applications to reduce multiple logins to systems. ### 45. Great overlay for Salesforce **Rating:** 4.0/5.0 stars **Reviewed by:** Luis P. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2024 **What do you like best about Practifi?** The workflow tool in Practifi is a true value add to RIA firms. **What do you dislike about Practifi?** Theres so much the program can do but learning how things function can be very difficult. They don't have the robust support staff to get training questions answered quickly. **What problems is Practifi solving and how is that benefiting you?** Practifi is allowing us to access client information quickly and make sure or services are delivered efficiently. ### 46. Admin user and standard user **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2024 **What do you like best about Practifi?** Encouraging input from users and applying feature requests. Very responsive. **What do you dislike about Practifi?** Creating processes is becoming easier but it seems it could be further streamlined. **What problems is Practifi solving and how is that benefiting you?** Practifi allows us to keep detailed records of all of our clients and serves as a tool to proactively work with clients. ### 47. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** John V. | Chief Operations Officer, Chief Compliance Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2023 **What do you like best about Practifi?** Ease of Use, helps us track business goals and the client experience Good customer support experience and onboarding experience **What do you dislike about Practifi?** Reporting can be a little hard at times. **What problems is Practifi solving and how is that benefiting you?** better track client service and proactive outreach to clients **Official Response from Finn Gilbert:** > Hi John, Thanks for the positive feedback! We're thrilled to hear that you find Practifi to be a great CRM, especially in terms of its ease of use and its support for tracking business goals and enhancing the client experience. We appreciate your feedback about reporting, and we're continuously improving this aspect to make it more user-friendly. If you haven't already, we recommend checking out our PractifiU online learning academy to help with navigating our reporting tools! It's fantastic to hear that Practifi is helping you better track client service and engage in proactive outreach. ### 48. Great CRM! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Practifi?** We love the integrations and reports. We are slowly getting set up using workflows and learning all Practifi has to offer (which is way more than you would think). **What do you dislike about Practifi?** There are many areas to navigage within Practifi which make learning the system a little challenging. **What problems is Practifi solving and how is that benefiting you?** Client information, storing leads and clients, reports for certain client criteria **Official Response from Finn Gilbert:** > Thank you so much for taking the time to share your feedback about Practifi. We greatly appreciate your insights, and we’re thrilled to hear that you find value in our integrations and reports. It’s great to know that you appreciate the versatility of Practifi when it comes to categorizing and segmenting clients. We understand that each organization has unique needs, and our goal is to provide you with the tools to tailor Practifi to your specific requirements. We do understand your concern about the complexity of navigating the system at first. We are continuously working on enhancing the user experience and making it more intuitive. If you haven’t already, we recommend checking out our PractifiU online learning academy to help with new user adoption. We appreciate your feedback and your choice of Practifi as your CRM platform! If you have any more feedback or questions, feel free to get in touch with your Client Success Manager anytime. Best regards, Finn ### 49. Incredible platform geared towards wealth management **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Practifi?** Continued enhancements, integrations, dedication to wealth management space, customization capabilities **What do you dislike about Practifi?** Salesforce licensing limitations for more advanced features **What problems is Practifi solving and how is that benefiting you?** Utilizatioon of robust Salesforce engine but customized with improved page layouts, better user support, and tailored for wealth management **Official Response from Finn Gilbert:** > Thank you for sharing your thoughts on Practifi! We're thrilled to hear that you find our platform to be an incredible tool. Your appreciation for our continued enhancements, integrations, and dedication to the wealth management space means a lot to us. We're committed to providing a solution that evolves with your needs and industry trends while offering customization capabilities to suit your specific requirements. We understand your concern about Salesforce licensing limitations for more advanced features. We continuously strive to optimize our platform and improve the user experience, including addressing licensing challenges where possible. All the best, ### 50. Standard doesn’t include much **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 10, 2023 **What do you like best about Practifi?** It is easy to use and has the potential to aggregate a lot of separate services into one, accessible hub. **What do you dislike about Practifi?** When we moved to Practifi we were expecting to have email aggregation included but it was an additional cost per user, as were some other exciting capabilities we were expecting. **What problems is Practifi solving and how is that benefiting you?** Recording client activity and service/deliverables. ## Practifi Discussions - [How much does Practifi cost?](https://www.g2.com/discussions/how-much-does-practifi-cost) - 1 comment - [Is Practifi owned by Salesforce?](https://www.g2.com/discussions/is-practifi-owned-by-salesforce) - 1 comment - [What does Practifi do?](https://www.g2.com/discussions/what-does-practifi-do) - 1 comment - [View Practifi pricing details and edition comparison](https://www.g2.com/products/practifi/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-21+11%3A18%3A05+-0500&secure%5Bsession_id%5D=2478a840-9bdd-437e-ad65-5e75d49e1876&secure%5Btoken%5D=5ffe5f0276e2c4c3681011de25a3218daac38b672b8543ace8480f9106a3bf4e&format=llm_user) ## Practifi Integrations - [Envestnet | Tamarac](https://www.g2.com/products/envestnet-tamarac/reviews) ## Practifi Features **Conversation Intelligence** - Action Items - AI Meeting Transcription - Sentiment analysis **Content** - Automation **Workflow** - Triggering - Email drafting - Form Pre-fill - CRM Auto-Logging **Compliance** - Document verification - Language Monitoring - Audit Trail - Access Control - Triggering **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Insights** - Next Best Action - Client Interaction Analysis - Revenue Opportunity **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Practifi Alternatives - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)