Practifi
79 reviews
- 1 profiles
- 2 categories
Average star rating
4.3
Serving customers since
2013
Practifi Reviews
JM
Jeremy M.
VP, OperationsA great platform out of the box that you can customize even further.
Practifi has a great team that are willing to listen and work to help customize our instance and needs. Their out of the box product is great for advisors and even better they are built to support enterprise firms as well.
PS
Phillip S.
Great vision into our single source of truth
Practifi has given us a clear view into the metrics of the business in a clear and concise manner. I appreciate being able to customize the fields we are using and what we care most about. Being able to generate custom reports and dashboards allows us to see what matters most, quickly. The team has been great in their support of our transition and have been prompt in implementation.
JD
Jessica D.
Top Notch Customer Support
My firm has been using Practifi for about 2 months. We have requested numerous customizations based on the way we currently do business and Practifi has been able to consistently deliver on these requests in a timely manner.
About
What is Practifi?
Practifi is the only intelligent CRM company that meets wealth management firms wherever they are in their AI adoption journey. With a shared enterprise-grade, compliance-first foundation, Practifi's CRM solutions bring client data, workflows, and relationship intelligence together in one system to help firms understand what matters, take the right action, and scale without ever needing a new CRM.
Details
Year Founded
2013
Website
practifi.com