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Practifi

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79 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.3
Serving customers since
2013

Profile Name

Star Rating

47
28
3
0
1

Practifi Reviews

Review Filters
Profile Name
Star Rating
47
28
3
0
1
KG
Kaylee G.
08/12/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Overall a positive experience, but with some difficulties along the way

Using Practifi has overall been a good experience. The interface is mostly user friendly once you get used to the navigation. I like the ability for customization when it comes to creating fields and workflows. I also like the functionality of deliverables. The customer service has also improved in recent times, and I feel that I am getting more helpful answers when submitting a ticket or going to our CSM. It also integrates fairly well with our Tamarac reporting software.
TJ
Taylor J.
08/08/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Chief Operating Officer

I like that they are continually upgrading the product and we have a central point of contact we can reach out to for assistance.
Andrew K.
AK
Andrew K.
Director Of Operations at Chicago Partners Wealth Advisors
08/06/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

More than you need, less than you'd expect

The ability to report on almost anything has been very useful. The ability to quickly modify desired pages has been very useful as well. When a user asks for a new field to store data it only takes me a handful of minutes to roll something like that. It's integration with Orion has been extremely useful as well - especially with field syncing reducing the need to update both databases manually. I also like that our teammembers actually use the thing regularly, rather than just a handful like our old CRM. Unfortunately the main gap in usage comes from leadership, though it seems to work alright to have data floated up from the team to the partners.

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HQ Location:
Chicago, IL

Social

@Practifi

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