--- 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 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 6/18/2026 "Great Reporting and Client Data Storage, but Finding Key Info Takes Digging" 3.5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. What problems is Practifi solving and how is that benefiting you? It is streamlining processes, and making it so requests all live in practifi Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: Seller invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 2/27/2025 "Great Salesforce overlay packed with useful features" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Danforth F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Danforth F.") DF Danforth F. Owner Mid-Market (51-1000 emp.) 2/23/2025 "RIA Clearing Through Pershing and Schwab" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller PM Pam M. Sr. Client Service Associate Small-Business (50 or fewer emp.) 2/15/2023 "Good experience with Practifi" 4/5 What do you like best about Practifi? Very robust system, ability to support a lot of data for clients Review collected by and hosted on G2.com. What do you dislike about Practifi? The back end of Practifi isn't very user friendly Review collected by and hosted on G2.com. What problems is Practifi solving and how is that benefiting you? Keeping track of all of our clients data and deliverables 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-7718383/official_response/edit) 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 5/19/2025 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 2/21/2025 "Revolutionize our practice" 4/5 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. Review collected by and hosted on G2.com. What do you dislike about Practifi? To properly implement all the system's tools, a lot of administrator backend work needs to be done. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller RN R N. Financial advisor Small-Business (50 or fewer emp.) 4/25/2025 "I bit clunky." 3.5/5 What do you like best about Practifi? Decent CRM. Has good features. Could be more functional “on the go” Review collected by and hosted on G2.com. What do you dislike about Practifi? Lack of app. Needs better access and functionality while mobile. Review collected by and hosted on G2.com. What problems is Practifi solving and how is that benefiting you? Notes with clients Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic KG Kaylee G. Senior Operations Analyst Small-Business (50 or fewer emp.) 8/12/2024 "Overall a positive experience, but with some difficulties along the way" 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Andrew K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andrew K.") AK Andrew K. Director Of Operations Small-Business (50 or fewer emp.) 8/6/2024 "More than you need, less than you'd expect" 3.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Small-Business (50 or fewer emp.) 5/30/2025 "Beneficial for maintaining client information, creating and prioritizing tasks." 4/5 What do you like best about Practifi? The system is user friendly. Client service is very responsive. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller TJ Taylor J. Chief Operating Officer Small-Business (50 or fewer emp.) 11/15/2023 "Chief Operating Officer" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. What problems is Practifi solving and how is that benefiting you? the servicing of our clients. Review collected by and hosted on G2.com. Show More Response from Finn Gilbert of Practifi [Editedit](https://www.g2.com/survey_responses/practifi-review-8877104/official_response/edit) 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 8/8/2024 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## 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 [Most reliable RMM tool for network management](https://www.g2.com/discussions/most-reliable-rmm-tool-for-network-management)[Best PIM tools for app development teams](https://www.g2.com/discussions/best-pim-tools-for-app-development-teams)[What native advertising platform works best for promoting a mobile app inside other apps without it feeling like a disruptive ad?](https://www.g2.com/discussions/what-native-advertising-platform-works-best-for-promoting-a-mobile-app-inside-other-apps-without-it-feeling-like-a-disruptive-ad) [What are the best financial data APIs with clear implementation expectations and predictable scaling costs instead of surprise billing?](https://www.g2.com/discussions/what-are-the-best-financial-data-apis-with-clear-implementation-expectations-and-predictable-scaling-costs-instead-of-surprise-billing)[What low code mobile app builder platforms work best for teams beginning digital transformation?](https://www.g2.com/discussions/what-low-code-mobile-app-builder-platforms-work-best-for-teams-beginning-digital-transformation)[Which cloud edge security providers give the strongest threat detection and response for companies with geographically distributed sites that need consistent enforcement everywhere?](https://www.g2.com/discussions/which-cloud-edge-security-providers-give-the-strongest-threat-detection-and-response-for-companies-with-geographically-distributed-sites-that-need-consistent-enforcement-everywhere) [Show MoreShow Less](javascript:void(0);)