Practifi
79 reviews
- 1 profiles
- 2 categories
Average star rating
4.3
Serving customers since
2013
Practifi Reviews
AF
Verified User in Financial Services
Works Well for our Basic Functions
Once setup, the workflows work well and each step can be easily followed. The queue is the foundation of our Operations team.
AF
Verified User in Financial Services
A powerful platform with room to grow
The best thing I like about Practifi is the ability to customize certain elements of the platform.
AF
Verified User in Financial Services
Good Product; Customization needed but support lacks in supporting customization
The thoughtfulness on how Data can be used. IE rolling data up to other fields. Built around wealth management so fields available are fields you would want to see. in depth back end allows for useful processes & workflows. More automated than other CRMs after fully built out.
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