--- 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: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Practifi Reviews & Product Details Visit Website 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. * * * Product Website Practifi Seller [Practifi](https://www.g2.com/sellers/practifi) Discussions [Practifi Community](https://www.g2.com/products/practifi/discuss) Languages Supported English Solution Type All-in-One Overview by Emily Tran Show More ## Pricing Pricing provided by Practifi. ### Additional User Subscription $120.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/practifi/pricing) ## Practifi Integrations (3) What do users say about integrations? Verified by Practifi [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Envestnet | Tamarac ](https://www.g2.com/products/envestnet-tamarac/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Orion Advisor Technology ](https://www.g2.com/products/orion-advisor-technology/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zocks ](https://www.g2.com/products/zocks/reviews) Show More ![Chris K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chris K.") CK Chris K. Financial Advisor at Ascend Investment Partners Small-Business (50 or fewer emp.) 3/29/2022 "Horrible onboarding experience made me give up on them" 0/5 What do you like best about Practifi? Practifi is a nice-looking CRM platform with lots of functionality. Review collected by and hosted on G2.com. What do you dislike about Practifi? Their onboarding process is the worst I have experienced. After four months of calls, lack of follow-up, poor communication, team changes, almost nothing had been accomplished. I complained repeatedly about the lack of progress and was mostly just given apologies and that things would get better. (They never did) The one thing that seemed to get done timely was to send me invoices that came out to about $300/week. I eventually told them after constant disappointments that I was going to have to cancel. That I could not in good faith expect my team to use this service for actual clients. We expect a much higher level of service from companies we do business with. I sent a long list of complaints and service failures to their team after being told canceling my contract would be hard because their Salesforce contracts are annual. I eventually was let out of the contract after weekly reminders to them but was never given a refund for the money spent up-front. Review collected by and hosted on G2.com. What problems is Practifi solving and how is that benefiting you? I went to Practific to find a CRM platform a little more functionality than RedTail or Wealthbox, but left very disappointed in their service. Review collected by and hosted on G2.com. Show More Response from Allison Lasley of Practifi [Editedit](https://www.g2.com/survey_responses/practifi-review-5468210/official_response/edit) Dear Chris, on behalf of Practifi we’re sorry you had such a poor experience as this is not what we strive for as an organization. As we continue to grow, we also continue to learn; particularly in regard to onboardings. In recent months, we have spent a considerable amount of time gathering feedback from our clients. After compiling this information, we have used the findings to make improvements to our onboarding process through the introduction of our Professional Services team. Here are a few changes we have made: 1) We have hired Implementation Consultants with deep industry and technical knowledge that understand our clients’ needs 2) We have improved our pre-engagement discovery and requirement gathering process to set better expectations for clients and our team 3) We have mandated a project management tool to improve collaboration, transparency and accountability 4) We acknowledge that data is an industry-wide challenge, but we continue to refine our processes to improve efficiency for everyone involved. We do this by analyzing data configuration earlier in the process to improve team alignment While these changes do not remedy your experience, we will continue to improve our onboarding process. As one of the first experiences a new firm has with us, we absolutely want our clients’ onboarding experience to be a positive one. If you have the time, we would be happy to discuss more. We welcome your feedback so we can further improve. Thank you. Validated ReviewerSource: Organic ## Questions about Practifi? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Practifi ](https://www.g2.com/products/practifi/discussions/new) GU Guest User • Last activity over 2 years ago How much does Practifi cost? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/how-much-does-practifi-cost) GU Guest User • Last activity over 2 years ago Is Practifi owned by Salesforce? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/is-practifi-owned-by-salesforce) [ View all Discussions ](https://www.g2.com/products/practifi/discuss) ## Pricing Options Pricing provided by Practifi. ### Additional User Subscription $120.00 Per Month ### Practifi Platform Subscription $1,200.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/practifi/pricing) Practifi Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png "Product Avatar Image") Agentforce Financial... 4.3/5(227) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") Wealthbox CRM 4.6/5(109) [ Compare Now ](https://www.g2.com/compare/practifi-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") Redtail Technology 4.3/5(268) [ Compare Now ](https://www.g2.com/compare/practifi-vs-redtail-technology) ##### ##### Practifi Features Content Automation Platform Additional Functionality Pre-Built Connectors Dashboard Cloud Platform Reporting and Analytics Reporting Forecasting Customer Support Case Management Customer Support Portal Knowledge Base [ View More Features ](https://www.g2.com/products/practifi/features) ## Top-Rated Alternatives [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ ![Wealthbox CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wealthbox CRM") Wealthbox CRM 4.6/5(109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ ![Redtail Technology](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/practifi/competitors/alternatives) ##### Categories on G2 [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)[AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) ##### Explore More [What are the highest rated construction data analytics platforms for contractors improving project profitability forecasting?](https://www.g2.com/discussions/what-are-the-highest-rated-construction-data-analytics-platforms-for-contractors-improving-project-profitability-forecasting)[What audience intelligence tools have crosstab and heatmap functionality that analysts can actually use in a client presentation without exporting to a separate tool?](https://www.g2.com/discussions/what-audience-intelligence-tools-have-crosstab-and-heatmap-functionality-that-analysts-can-actually-use-in-a-client-presentation-without-exporting-to-a-separate-tool%20)[Best software for managing international payrolls](https://www.g2.com/discussions/what-s-the-best-software-for-managing-international-payrolls) [Top chatbot companies](https://www.g2.com/discussions/what-are-the-top-chatbot-companies)[Which academic advising platforms keep student records intact when requisitions are reopened or reclassified?](https://www.g2.com/discussions/which-academic-advising-platforms-keep-student-records-intact-when-requisitions-are-reopened-or-reclassified)[What salary benchmarking solutions work well for mid-market teams that need solid comp data without paying for a Radford or Mercer report every year?](https://www.g2.com/discussions/what-salary-benchmarking-solutions-work-well-for-mid-market-teams-that-need-solid-comp-data-without-paying-for-a-radford-or-mercer-report-every-year) [Show MoreShow Less](javascript:void(0);)