Practifi
79 reviews
- 1 profiles
- 2 categories
Average star rating
4.3
Serving customers since
2013
Practifi Reviews
JC
Joe C.
Director of Strategy and Business OperationsPractifi at Bartlett Wealth Management
Practifi's commitment to the RIA space. They have developed a product that specifically addresses the needs of RIAs. The user interface is very friendly and easy to navigate. The process engine they have built allows us to manage client workflows in a more efficient manner. They are very receptive from a customer service standpoint.
AF
Verified User in Financial Services
Great CRM with ongoing service & enhancements
Transition from your old CRM into Practifi was very smooth. Overall ongoing support for issues that arise. The number of new features that they continue to rollout over time. The system is very easy to use and can be adapted based on your firm's needs/wants. They are willing to listen to new ideas and feedback to continue to make new enhancements in the future.
CM
Christina M.
VP, Compliance & OperationsAbout
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.com