The company is proactive about updates that will result in improved ease of use, practicality of use and efficiency of use . They also reach out to the end users for their input and ideas. Their support is quick and very knowledgeable. The Account Representatives are very helpful in checking in, finding out what our pain points or projects are and gets the client the help they need to resolve issue and complete projects. We have been able to integrate our portfolio reporting system with Practifi and we have integrated our filing system and our Outlook syncing solution which has made for a robust central platform.

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.

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.