--- 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 **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. Horrible onboarding experience made me give up on them **Rating:** 0.0/5.0 stars **Reviewed by:** Chris K. | Financial Advisor at Ascend Investment Partners, Small-Business (50 or fewer emp.) **Reviewed Date:** March 29, 2022 **What do you like best about Practifi?** Practifi is a nice-looking CRM platform with lots of functionality. **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. **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. **Official Response from Allison Lasley:** > 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. ## 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?filters%5Bnps_score%5D%5B%5D=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+13%3A39%3A46+-0500&secure%5Bsession_id%5D=f0feab80-6ab8-4ee8-a60a-168af631ae20&secure%5Btoken%5D=02cc2ebc3cd5380f335783c871667ce1abf92a27462f5dba91ccfb9a9933d882&format=llm_user) ## Practifi Integrations - [Envestnet | Tamarac](https://www.g2.com/products/envestnet-tamarac/reviews) - [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) - [Zocks](https://www.g2.com/products/zocks/reviews) ## Practifi Features **Conversation Intelligence** - Action Items - AI Meeting Transcription - Sentiment analysis **Content** - Automation - Marketing 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 - Activity Dashboard **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 - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management - Contact Management **Agentic AI - Financial Services CRM** - Decision Making **Additional Functionality** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports ## 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)