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Practifi
76 reviews
- 1 profiles
- 1 categories
Average star rating
4.3
Serving customers since
2013
Practifi Reviews
UF
Verified User in Financial Services
Dedicated, hands on client service team that provides a personalized experience.
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.
AF
Verified User in Financial Services
Beneficial for maintaining client information, creating and prioritizing tasks.
The system is user friendly. Client service is very responsive.
PM
Pam M.
Good experience with Practifi
Very robust system, ability to support a lot of data for clients
About
What is Practifi?
Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations.
Details
Year Founded
2013
Website
practifi.comHunting for software insights?
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