--- 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: '2026-07-07' 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. ### 2. Practifi review **Rating:** 4.0/5.0 stars **Reviewed by:** Philip M. | Financial Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2021 **What do you like best about Practifi?** The email integration. You can automatically capture client emails without having to manually log them. Incredible time saver! **What do you dislike about Practifi?** Inside the meeting interaction details, there needs to be formatting options: bullet points, numerals bold, etc. **What problems is Practifi solving and how is that benefiting you?** Capturing all client/prospect interactions in an efficient manner. Time saved, revenue increased, headaches reduced. **Official Response from Adrian Johnstone:** > Thanks for our first video review, Philip. It's fantastic to hear the work you're doing with tasks & interactions and making strong use of the Gmail integration. We look forward to working with you over the years ahead. ### 3. Significant Upgrade from Other Providers **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron R. | Member, Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2022 **What do you like best about Practifi?** The customer service has been really good. Setup was done through our office manager and required very little time from the principal advisors. As issues have come up, my account manager has been diligent in getting back to me, and has walked me through many an error of my own creation. **What do you dislike about Practifi?** The only thing that I have not enjoyed is that there are moments where we have had to try to dig into a problem, but that is to be expected with implementation of any system. **What problems is Practifi solving and how is that benefiting you?** Our old system didn't have the integrations that were really important to us. As we complete our processes within practifi, we will be able to use it as our hub for all information. ### 4. Solid CRM Platform for Financial Services **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Practifi?** Having Salesforce as the backbones of Practifi, the platform is mature and stable without many core, functional issues. There is an ever growing list of integrations and with the newly launched Academy and Professional Services Teams, customizations is not as difficult as it once was. They have also since expanded their teams in the US, making them much more responsive and much quicker to resolve issues, whether at the account level or the technical level. **What do you dislike about Practifi?** Some of the terminologies can be confusing and there is a large amount of learning, both from an admin and an end-user, that needs to be done for this software to be effective. Business flows for paperwork processing are currently not in the system, however from what we have seen this is changing (Feb, 2022). This is not a criticism more than an FYI: This is NOT plug-n-play software. A large amount of work will need to go into a successful launch for your organization. However, Practifi's Professional Services Team has definitely expanded to make this easier to accomplish. **Recommendations to others considering Practifi:** Moving more into the US market, there needs to be more of a focus on US terminology and customs. However, we have seen a very large shift into a positive direction for development, acquisitions and personnel so we are very hopeful for the future (Feb 2022). **What problems is Practifi solving and how is that benefiting you?** It has greatly helped us clean up our data for our clients and prospects. Also by having integrations with a large amount of other software, having Salesforce as its backbone, allows for unique and creative ways to accomplish business needs. ### 5. Significant upgrade **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2021 **What do you like best about Practifi?** The interface of the application. The ability to fully control and customize our specific business development process. **What do you dislike about Practifi?** I would like to have more control over the color palette on the home screen and other screens. **Recommendations to others considering Practifi:** Too early to offer much feedback. **What problems is Practifi solving and how is that benefiting you?** Practifi is a total office management solution for all aspects of our firm - marketing, sales, management, operations, and compliance. We are still in implementation mode, so the benefits have not yet been realized. **Official Response from Allison Lasley:** > We're thrilled to hear you're enjoying Practifi's total office management capabilities. We've combined research and an eye for design to ensure our product interface creates a more delightful day-to-day experience for you. Thank you for taking the time to leave us a review - it means a lot! ### 6. Partner **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2022 **What do you like best about Practifi?** Standard integrations with all major custodians and software vendors. Intuitive user interface. Easy to customize. **What do you dislike about Practifi?** More user friendly app. Simpler views and reports for end user consumption. Avoid infinite flexibility that Salesforce suffers from. **Recommendations to others considering Practifi:** Spend more time prior to rolling out your environment. **What problems is Practifi solving and how is that benefiting you?** We're currently going through the transition to Salesforce lightning. Working through the implications on our current processes and workflows. The transition plan hasn't been as clear as we had hoped. ### 7. Practifi is good but has a long way to go to be a world-class CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2022 **What do you like best about Practifi?** Clean interface with tiles that make it easy to access meaningful data **What do you dislike about Practifi?** Inability to send mass e-mails to clients that meet certain criteria Very difficult to extract data and generate reports **What problems is Practifi solving and how is that benefiting you?** Running our business ### 8. Practifi CRM Solution for RIA's **Rating:** 5.0/5.0 stars **Reviewed by:** Carla/Carlotta R. | Costumer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2021 **What do you like best about Practifi?** Processes eliminate manual task entries. **What do you dislike about Practifi?** I have not experienced any dislikes yet. **Recommendations to others considering Practifi:** If an RIA firm is looking to hire additional staff to share the workload, consider investing in Practifi, with integrations, to add efficiencies to your current team. **What problems is Practifi solving and how is that benefiting you?** Team member's everyday work can be more efficient with the processes built from Practifi and those created specifically for our firm. They add automated workflows without manual entries that can be overlooked within a procedure. The available App Exchange integrations will eliminate multiple documentation in various applications decreasing time spent by team member's per client. Having the ability to create new fields for reporting that can eliminate all those Excel spreadsheets helps with ease of use and finding information per client more efficiently. All of these solutions plus others not yet utilized will add to staff productivity. **Official Response from Adrian Johnstone:** > Thanks for your review, Carla. It's great to read about the efficiency gains you and your team are achieveing through our automation and integration features. We love nothing more than eliminating reliance on Excel spreadsheets. Keep up the great work and remember, your Client Success Manager is ready to help at any time. ### 9. Practifi allows you to create workflow efficiencies for your team **Rating:** 4.5/5.0 stars **Reviewed by:** Kristy S. | Associate - Senior Investment Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2021 **What do you like best about Practifi?** Software which is customisable to suit the specific needs and requirements of your business. Reasonably easy to use and a great support network from the Practifi team. **What do you dislike about Practifi?** It took some time to learn Conga so some of the automation took some time to perfect. **What problems is Practifi solving and how is that benefiting you?** Automated workflow processes for the team - improves accuracy, creates efficiencies and ensures nothing is missed. Automated documents to improve accuracy via Conga and Practifi integration Integration with our document management system (FYI Docs) to record file notes and other important compliance documents A CRM for all our important client information and compliance needs in 1 spot. Integration with our accounting software which assists with integration with our accounting firm **Official Response from Adrian Johnstone:** > Thanks for the positive feedback, Kristy. It's particularly exciting to read the variety of ways in which Practifi is delivering benefits across your business. Our Client Success team is here to help as you continue on your journey to benefit realisation. ### 10. Customizable with excellent customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Heather T. | Portfolio Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2021 **What do you like best about Practifi?** The Practifi platform is highly customizable. Our firm is able to enter and run reports on just the information we need for our business. **What do you dislike about Practifi?** Since the platform allows for customizations, it's easy to go overboard on changes. **Recommendations to others considering Practifi:** Speak to other businesses in your industry using the platform. Ask them about best practices and what they have found most helpful. Talk to your customer service team regarding other users and how they are customizing the system. USE your customer service team!! They are highly skilled and knowledgeable. The turnaround time on questions and issues is remarkably fast. **What problems is Practifi solving and how is that benefiting you?** We are able to use Practifi to further our marketing and business development models. We have been able to streamline processes that are customized and consistent across all of our clients. ### 11. Practifi has been a good CRM and have enjoyed a move from XPLAN **Rating:** 4.0/5.0 stars **Reviewed by:** Jamie A. | General Manager of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 21, 2021 **What do you like best about Practifi?** Workflow and tracking client work has been the number one strength of practifi, we are able to have a file move across clients desk in an effective manner. The use of interactions and feed help for day to day client work. **What do you dislike about Practifi?** The negatives have been the lack of data integrations for the financial services industry including investments and insurance. **Recommendations to others considering Practifi:** Review your current system and what you are looking for, if you are considering a good workflow and compliance CRM then PractiFi will work for you, if you need to use the CRM more for advice then PractiFi may not suit. **What problems is Practifi solving and how is that benefiting you?** We are solving the problem of missing client files, nothing is getting through the cracks. We can have overview as a firm ### 12. A lot of potential **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2021 **What do you like best about Practifi?** Practifi has a fairly intuitive layout which makes navigating the software quick and easy. There seem to be many layers to each feature, which I like, since you can get more detailed and granular if the situation merits it, or leave things more basic and broad. For the most part, we have been able to fit our methods into the system or learned to use what exists in the system to fit our needs if the existing tool was a better fit. The support team and developers are awesome! **What do you dislike about Practifi?** With any new software or product, there are bugs and things that don't work perfectly out of the gate. It's not perfect, it doesn't do everything. There are some funky features that can require a number of clicks to view or enter something. Overall the pros outweigh the cons in my mind, but it does require some patience and understanding that it won't be perfect overnight. **Recommendations to others considering Practifi:** Be patient. This process will take time. But it will be worth it. **What problems is Practifi solving and how is that benefiting you?** We are able to track client interactions in a much more robust and organized way than before. We continue to progress with customized tools to help our staff use the CRM more, and move away from old methods like keeping an excel spreadsheet, or other individual files. **Official Response from Adrian Johnstone:** > Thanks so much for your review. It's great to read that the depth and richness of the Practifi feature set has struck a chord with you. We hear you on the number of clicks to navigate some areas of the system and have recently undertaken a redesign of these areas to drive a more efficient user experience. It's feedback like this that drives our team to do more. Thanks for being patient. As the saying goes, good things come to those who wait. ### 13. Practifi is a user-friendly CRM tool that is easy to navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Cassandra G. | Systems Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 02, 2021 **What do you like best about Practifi?** The AT A GLANCE Dashboard at user & division level. The 360 View page for client. Task functionality. Easy extraction of data to csv files for analysis. Box Storage & Xplan integrations. Responsive support team. **What do you dislike about Practifi?** Some of the modules are under developed and need enhancing. No datafeeds. Costly customisations after implementation. Inadequate Help Guides. **Recommendations to others considering Practifi:** My only recommendation is to reach out to other similarly modelled finance companies that are using Practifi to get a better understanding of their user experience and understand what customisations they needed to make to suit their business processes. **What problems is Practifi solving and how is that benefiting you?** Data integrity. Improved tracking of interactions with client. Better CRM user experience. **Official Response from Adrian Johnstone:** > Thanks for your review, Cassandra. It's wonderful to read that our integrations and 'at-a-glance' features are delivering gains within your firm. With regard to your recommendation on speaking with other clients to see how to extract even more value from Practifi, have a chat with your CSM and they'll be only to happy to make this happen. ### 14. Practifi has worked really well for our firm. **Rating:** 4.5/5.0 stars **Reviewed by:** Dan R. | Financial Planner | Wealth Coach | Social Security Planning | 401K Benchmarking | Investment Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** February 24, 2021 **What do you like best about Practifi?** Our firm appreciates the flexibility in Practifi, and the ability to build out robust workflows with adjustments based on multiple outcomes. **What do you dislike about Practifi?** There are some challenges with Salesforce in general around email functionality and mail merges, but this is being addressed in version updates. **What problems is Practifi solving and how is that benefiting you?** We have been able to integrate Orion, our portfolio management tool, into Practifi which has helped us easily sort our clients within the CRM by assets and categorize them within our service levels. **Official Response from Adrian Johnstone:** > Thanks for the kind words, Dan. It's pleasing to hear how our flexible workflow automation and integration with Orion are delivering great value to your business. If we can help drive further value, reach our to your CSM and they'll do everything they can. ### 15. Exceptionally professional, helpful and friendly relationship managers. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2020 **What do you like best about Practifi?** Our relationship manager understands our requirements and always works in our best interest to find a useful solution. Extremely prompt with his replies and always keeps us in the loop with the progress of things. **What do you dislike about Practifi?** Turnaround time and lack of regular updates on some tickets even with constant following up. **Recommendations to others considering Practifi:** Integrations with MYOB and other accounting software to allow companies to track invoices on Practifi and have a 1 stop shop. Also integration with some telephony systems like Zoom would be extremely beneficial. **What problems is Practifi solving and how is that benefiting you?** Having an automated workflow system. The reduction of heavy reliance on the team to remember the process rather than having a system guiding them through it. ### 16. Great company - filling a much needed void in the wealth management space **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2021 **What do you like best about Practifi?** Makes management of Salesforce platform much easier. **What do you dislike about Practifi?** Lack of integration/resources for complex business needs. **Recommendations to others considering Practifi:** Think about what you're looking to get out of a CRM. If you want an operating system that does more than just client information/notes, look no further. **What problems is Practifi solving and how is that benefiting you?** UI customization from staff requests. Building out processes using their native tool. Biggest benefit for the management team has been streamlined onboarding via multiple processes. **Official Response from Allison Lasley:** > Thank you for taking the time to share your thoughts! It's really great to hear you're having an improved Salesforce experience through Practifi. In regards to meeting complex business needs, we've been collecting client feedback and are working on solutions that may address some of your concerns. Please do let your CSM know you'd like updates in this product area and they'll also be happy to hear any ideas you have on areas where we can improve. ### 17. Our Team lives in Practifi and it has helped us go almost 100% electronic. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2021 **What do you like best about Practifi?** Practifi's Team and the support they bring our firm through collaboration on our processes to bring us up to speed on Best Practice. **What do you dislike about Practifi?** Still some limitations that other CRM's don't have in regards to mailings, lists, document storage. **What problems is Practifi solving and how is that benefiting you?** We have been able to go electronic with a number of our processes through the workflows and digitalized several pieces of paper with Task Templates. ### 18. User Friendly CRM **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2021 **What do you like best about Practifi?** The best part is the ease to which you can navigate the platform. It uses the engine of SF without all the confusion of navigating SF. There are easy ways to run reports and view client information. I can easily find household vs client information. Providers is another great tool within Practifi. **What do you dislike about Practifi?** There are limitations to how much you can customize and I wish Practifi wouldn't present these as options if it breaks the system. **What problems is Practifi solving and how is that benefiting you?** Tracking client communication, task, birthdays, calendar events, asset level. **Official Response from Adrian Johnstone:** > Thanks so much for your feedback. It's great to read about the ways we've been able to make your experience with the Salesforce platform better. It seems as though we may not have gotten this 100% correct all the time and for that I apologize. Please reach out to your CSM is there is anything further we can do to help you achieve what you're hoping for. ### 19. Salesforce for non salesforce experts **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2021 **What do you like best about Practifi?** We have a lot of shifting of client relationships here, the fact that the interactions are so well organized means that newer team members can be brought up to speed on the relationships more easily. **What do you dislike about Practifi?** Too much clicking to open pages. You can't export tables from anywhere except Data Management. **What problems is Practifi solving and how is that benefiting you?** Transparency in communication related to clients. Tasking that's visible for burden and accountability. ### 20. Helps our RIA stay organized. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2021 **What do you like best about Practifi?** Customization that Practifi has given us. **What do you dislike about Practifi?** Can be very complicated. Sometimes feels overwhelming (specifically the SalesForce backend). **Recommendations to others considering Practifi:** Make sure you have buy in from your entire staff before doing. Can be a steep learning curve. **What problems is Practifi solving and how is that benefiting you?** Relationships among clients, providers, and referalls. **Official Response from Adrian Johnstone:** > Thanks for your review. You're right to call out the learning curve associated with implementing new software. I'm pleased our team were available to guide you along the way. ### 21. Friendly and experienced team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Practifi?** Practifi is helpful to assit with bugs and enhancemnets related to salesforce Working with Kharles and team **What do you dislike about Practifi?** Dont know any - they are easily reachable - no downsides **What problems is Practifi solving and how is that benefiting you?** All salesforce bugs and enhancemnet to run my company CRM system **Official Response from Adrian Johnstone:** > Thanks for the review. Our team are unwaveringly committed to ensuring you get the Salesforce platform you want with the industry power you need. ### 22. It is easy to use, functional and provides the assistance I require in my job **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2021 **What do you like best about Practifi?** The functionality of it , it is not overly busy in its presentation. **What do you dislike about Practifi?** Sometimes it is hard to work out how to make changes - would like more specific teaching video. **Recommendations to others considering Practifi:** It is very practical and easy to use once you understand how it works. **What problems is Practifi solving and how is that benefiting you?** Keeping track of workflow through assigning tasks to myself and others within the organisation - things are not getting missed. **Official Response from Adrian Johnstone:** > Thanks for your review. It's great to read that we're helping you keep track of all the work happening across your firm. You'll be pleased to know that our Learning team is starting to do more with video so hopefully this will ensure you continue to get the best from your investment with us. ### 23. A great, user-friendly CRM for Financial Services **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2021 **What do you like best about Practifi?** Easy to use. Friendly set-up for financial services (RIA) firm, with ability to expand and customize to meet your firm's needs. Helpful and responsive relationship managers and tech support. **What do you dislike about Practifi?** Integrations with key platforms not fully developed. Onboarding was bumpy at first, but worked through. **Recommendations to others considering Practifi:** Consider the onboarding and administrative requirements of implementing new softward. **What problems is Practifi solving and how is that benefiting you?** Collaboration between support team and advisors. Workflows **Official Response from Adrian Johnstone:** > Thanks for your feedback. It's fantastic to read that you're gaining benefit through increase collaboration between advisors and support staff and through the use of workflows. ### 24. Exactly what we needed! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2020 **What do you like best about Practifi?** The set up, customization, and ongoing support to help us create a solution that fits our business needs. **What do you dislike about Practifi?** There is nothing I dislike about Practifi. **Recommendations to others considering Practifi:** It has been a tool that has helped us tremendously. **What problems is Practifi solving and how is that benefiting you?** We are moving away from using email to complete various client service tasks. Our Practifi support person helped us create tasks and processes that allows us to capture everything in one place. It has helped us become much more structured and organized in our client service delivery. ### 25. Excellent onboarding process and well rounded and intuitive system **Rating:** 5.0/5.0 stars **Reviewed by:** Miles B. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2020 **What do you like best about Practifi?** Give the relatively accessible price point I found the onboarding process and project management both useful and valuable. Provided me a far better experience than other systems I have attempted to implement in the past. **What do you dislike about Practifi?** Whilst not a significant issue, I had not previously used project management software so running the implementation through Asana was probably overkill for me. It did not however diminish the quality of the Practifi team and their high levels of engagement and patience. **Recommendations to others considering Practifi:** Consider as an alternative to Salesforce **What problems is Practifi solving and how is that benefiting you?** Centralised system for clients, compliance, processing and general business management. ### 26. Efficient and easy to use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2020 **What do you like best about Practifi?** fully customizable, very robust features **What do you dislike about Practifi?** not as intuitive as I would like it to be **What problems is Practifi solving and how is that benefiting you?** assigning daily tasks to teammates...others held accountable and have a daily list of what is to be accomplished ### 27. Support was consistent, patient and thorough! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2020 **What do you like best about Practifi?** The support I received went above and beyond to find a solution to my issue. When several email exchanges did not work, they promptly initiated a zoom meeting and were able to get me squared away fairly quickly. The thing I liked best was the personal attention to my case and the knowledge, skill and capabilities of the tech support specialist. **What do you dislike about Practifi?** I did not dislike a single thing - they were awesome! **Recommendations to others considering Practifi:** Stick with it, ask questions, do the training and watch the tutorials! **What problems is Practifi solving and how is that benefiting you?** Overall awareness of clients accounts and how to properly categorize and track interactions and assets. The benefits realized is organization and excellence! The ability to update client accounts improves productivity within our team as well. ### 28. PractiFi is a partner **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2020 **What do you like best about Practifi?** I think it is a solid CRM / built as a complete overlay on top of Salesforce that enhances everything that a team in the financial services industry needs. With room to grow, PractiFi is delivering a great product and emphasizes customization and partnership. Each release is more robust and geared to help RIA's in the US grow and organize their pipeline. **What do you dislike about Practifi?** the system is still a little green but moving forward **What problems is Practifi solving and how is that benefiting you?** we are working on reporting and workflows ### 29. Super Software **Rating:** 5.0/5.0 stars **Reviewed by:** Brian M. M. | President, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2019 **What do you like best about Practifi?** We can build processes that help us scale our business **What do you dislike about Practifi?** Not much to speak or. It could speed up a bit. **What problems is Practifi solving and how is that benefiting you?** Better workflows and tracking of tasks. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-10+18%3A09%3A36+-0500&secure%5Bsession_id%5D=ac3e684b-2512-4115-b350-b673e460d7d2&secure%5Btoken%5D=345df4c1a4675cee399f84cc1d2bddfe9f4504ddd7b49383c288627b21426530&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 **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)