Practifi
79 reviews
- 1 profiles
- 2 categories
Average star rating
4.3
Serving customers since
2013
Practifi Reviews
AF
Verified User in Financial Services
Revolutionize our practice
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.
JV
Jared V.
My office had an issue with integrating a reliable CRM that we can operate out of on a regular basis
The task feature is the best for our office as we delegate tasks to frequently and Practifi has helped to create a seamless and accurate system where we can count on operational activities to get completed in a timely manner and with great accuracy.
PS
Pat S.
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.com