# Practifi Reviews **Vendor:** Practifi **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 76 ## About Practifi Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi transforms how financial professionals connect with and grow their client base. Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale. Bringing together opportunities to strengthen client loyalty, enhance team collaboration and leverage data-driven insights into one integrated platform, Practifi empowers firms to own their relationships, own their growth and own their future. Visit us at www.practifi.com to schedule a demo. ## Practifi Reviews ### 1. Great Wealth Management specific CRM built on Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Cameron R. | Chief of Staff, Small-Business (50 or fewer emp.) **Reviewed Date:** March 18, 2025 **What do you like best about Practifi?** Practifi has done a great job of taking the generic Salesforce CRM, and reworking to be specific for wealth managers. Their product is user friendly, but still has the powerful engine and customization of SF. They have multiple development releases each year and are always looking for feedback to improve their product. Out of all CRMs we looked for, Practifi was the best and I would onboard with them again. **What do you dislike about Practifi?** There are some restrictions to customizing Practifi managed objects or back-end, admin related configurations that they do not allow individual customization without a full work order. I also didn't think they did a great job of hand holding through early implementation and I had to learn a lot on my own before rolling it out to my company. **What problems is Practifi solving and how is that benefiting you?** They are working through bugs and some ease of workflows and usability. This helps with my day-to-day along with other members at my firm. ### 2. Exceptional Experience with Practifi **Rating:** 5.0/5.0 stars **Reviewed by:** Tina W. | Portfolio Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about Practifi?** I have been working with Practifi for the past couple of years, and I couldn't be more impressed with the experience. From the very beginning, their team demonstrated a high level of professionalism and expertise. They were incredibly responsive to our needs and provided tailored solutions that perfectly matched our requirements. The platform itself is intuitive and user-friendly, making it easy for our team to navigate and utilize its features effectively. The integration process was seamless, and any questions we had were promptly addressed by their knowledgeable support staff. One of the standout aspects of Practifi is their commitment to customer success. They went above and beyond to ensure we were fully satisfied with the service, offering valuable insights and guidance throughout our journey. Their dedication to excellence is evident in every interaction. Overall, working with Practifi has been a game-changer for our business. We have seen significant improvements in our workflow and productivity, thanks to their innovative solutions. I highly recommend Practifi to any organization looking for a reliable and efficient platform to manage their operations. **What do you dislike about Practifi?** After familiarizing myself with Practifi's ZenDesk, I cannot think of anything that I dislike. Their ZenDesk has been my go-to before reaching out to their support team. **What problems is Practifi solving and how is that benefiting you?** Working with Practifi has been an outstanding experience for our team. Their expertise in creating customized workflows has significantly simplified our employees' workloads, leading to remarkable improvements in efficiency and productivity. From the outset, Practifi's team took the time to understand our unique needs and challenges. They designed workflows that were not only intuitive but also perfectly aligned with our operational goals. The implementation process was smooth, and their support throughout was exceptional. The new workflows have streamlined our processes, reducing the time and effort required for various tasks. Our employees have found the platform easy to use, and the transition has been seamless. Practifi's solutions have enabled us to focus more on strategic initiatives rather than getting bogged down by administrative tasks. What truly sets Practifi apart is their commitment to our success. They have been proactive in providing ongoing support and valuable insights, ensuring we continue to reap the benefits of their solutions. Their dedication to excellence is evident in every interaction. Overall, Practifi has been a game-changer for our team. Their innovative workflow solutions have made a significant positive impact on our daily operations. I highly recommend Practifi to any organization looking to enhance their efficiency and simplify their workflows. ### 3. Current Client of Practifi **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Practifi?** 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. **What do you dislike about Practifi?** with every CRM there are items that are a pain point. The processes are still a bit clunky and not as streamlined as we would like but this is also becoming better and another place where the company is always working to improve. **What problems is Practifi solving and how is that benefiting you?** We are able to view our clients information, daily financial data and account information, emails, meetings and history in one place. Makes for less hopping around applications and centralizes our workflows. The Process Tasks are helping to make these flows more automatic with multi-step tasks that are triggered by the outcomes of other tasks. ### 4. Great Salesforce overlay packed with useful features **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2025 **What do you like best about Practifi?** 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. **What do you dislike about Practifi?** ✖ Tier 1 support could be more helpful – Initial support responses are not always sufficient, sometimes requiring escalation for resolution. ✖ Customization can be costly and complex – While the product is robust as-is, significant modifications can be challenging and expensive. **What problems is Practifi solving and how is that benefiting you?** Practifi is solving the industry-wide issue of fragmented data, back-office inefficiency, compliance challenges, and limited scalability by providing a wealth management-specific CRM that enhances automation, client relationships, and business growth—all on the Salesforce platform. ### 5. RIA Clearing Through Pershing and Schwab **Rating:** 4.0/5.0 stars **Reviewed by:** Danforth F. | Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2025 **What do you like best about Practifi?** 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. **What do you dislike about Practifi?** All strengths are typically also weaknesses, so the biggest challenge is simply the downstream work involved in keeping the platform running smoothly given the complexity and customization that we need. This isn't really a function of the platform - more so of our business itself. But this is the biggest challenge. Even with the flexibillty and customization that Practifi provides, it still takes a tremendous amount of work to keep going and there are still things that we have to make decisions about because the platform just can't offer every little customization advisors wish for. **What problems is Practifi solving and how is that benefiting you?** The biggest gain will be for helping those advisor teams who currently do not use digital processes/workflows start down this path. This should also start to help our corporate staff understand how the advisor CRM workflows should integrate with back-office processes. All of these, right now, are essentially manual for us. Our President made a keen observation recently, saying that our technology seems to be highlighting our problems as much as they are helping to resolve them, and I think that is true for us. We are at the very beginning of our journey toward an integrated technology platform, and we still have a long way to go. Practifi is going to be the vehicle by which we make the move into the 21st century. ### 6. My office had an issue with integrating a reliable CRM that we can operate out of on a regular basis **Rating:** 4.5/5.0 stars **Reviewed by:** Jared V. | Wealth Advisor & Fin Tech Support, Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about Practifi?** 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. **What do you dislike about Practifi?** There are some issues related to navigating the user interface but I'm sure those preferences are so nuanced that it would be impossible to please everyone. **What problems is Practifi solving and how is that benefiting you?** Helping to create an environment that fosters a culture of transparency, accountability, and accuracy. ### 7. Chief Compliance Officer **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff W. | Chief Compliance Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2024 **What do you like best about Practifi?** Practifi has helped tailor and streamline Salesforce to fit the needs of our company. The user interface they have designed for us is much more simple and easier to navigate, our staff has sufficiently adopted to the changes faster than we originally projected. The Practifi team has been fantastic as well. Whenever we have had questions or they have been prompt with their assistance and clearly communicate the answers. **What do you dislike about Practifi?** The only drawback I’ve encountered is that some of our data imports have been a bit complex to set up, requiring some time clean-up and formatted correctly. However, the customer support team has been responsive and helpful whenever we've needed assistance, and with their guidance we were able to overcome this issue fairly quickly. **What problems is Practifi solving and how is that benefiting you?** Practifi is helping us integrate tasks and reports formally tracked by individual departments into one centralized system available to all members of the company. This has already saved departments time as the information is more readily available without having to communicate the status of the project. ### 8. Dedicated, hands on client service team that provides a personalized experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2025 **What do you like best about Practifi?** Intuitive front line user interface. Ability to customize for teams needs. Client service team that meets with you regularly and helps brainstorms customization for specific scenarios. **What do you dislike about Practifi?** Family tree delivery for multiple generation view. **What problems is Practifi solving and how is that benefiting you?** Tracking interactions and follow ups for clients. Client relationship manager for easy access to client's family members and professional advisors. ### 9. Good experience with Practifi **Rating:** 4.0/5.0 stars **Reviewed by:** Pam M. | Sr. Client Service Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2023 **What do you like best about Practifi?** Very robust system, ability to support a lot of data for clients **What do you dislike about Practifi?** The back end of Practifi isn't very user friendly **What problems is Practifi solving and how is that benefiting you?** Keeping track of all of our clients data and deliverables **Official Response from Allison Lasley:** > Dear Pam, Thank you for taking the time to share your thoughts on Practifi. We are delighted to hear that you had a good experience with our system, and appreciate your honest feedback about both the positives and negatives. We are glad to hear that you find Practifi to be a very robust system that is capable of supporting a lot of data for clients. We designed Practifi to be a powerful tool for managing client relationships and delivering exceptional service, so it's great to know that our efforts have paid off in your experience. Regarding your feedback about the back end of Practifi, we apologize for any frustration this has caused you. We are constantly working to improve the user experience, and will take your feedback into account as we continue to make updates and enhancements. We are thrilled to hear that Practifi is helping you keep track of all of your clients' data and deliverables. Our goal is to make it easy for you to stay organized and provide the best possible service to your clients, so it's great to know that we are delivering on that promise. Once again, thank you for your review and for choosing Practifi as your CRM. If you have any further feedback or questions, please don't hesitate to reach out to your Client Success Manager! Best regards, Allison ### 10. Great vision into our single source of truth **Rating:** 5.0/5.0 stars **Reviewed by:** Phillip S. | Financial Planner, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2024 **What do you like best about Practifi?** 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. **What do you dislike about Practifi?** Coming from another CRM it can be time consuming to transition, but worth the investment. **What problems is Practifi solving and how is that benefiting you?** Practifi is allowing us to view our production and sales metrics in a clear way. It is allowing us to hold our advisors and teams accountable to their work and we can clearly track what has been going well and where we are struggling. ## Practifi Discussions - [How much does Practifi cost?](https://www.g2.com/discussions/how-much-does-practifi-cost) - 1 comment - [Is Practifi owned by Salesforce?](https://www.g2.com/discussions/is-practifi-owned-by-salesforce) - 1 comment - [What does Practifi do?](https://www.g2.com/discussions/what-does-practifi-do) - 1 comment - [View Practifi pricing details and edition comparison](https://www.g2.com/products/practifi/reviews/practifi-review-4616495?section=pricing&secure%5Bexpires_at%5D=2026-05-12+12%3A28%3A34+-0500&secure%5Bsession_id%5D=8cbfa562-6492-4906-ad91-5a0355cbc860&secure%5Btoken%5D=dd2f15c678169290862c65a54d51145d0f7e4bd07d827821b9e3c7efa8579dc5&format=llm_user) ## Practifi Integrations - [Addepar](https://www.g2.com/products/addepar/reviews) ## Practifi Features **Conversation Intelligence** - Action Items - AI Meeting Transcription - Sentiment analysis **Content** - Automation **Workflow** - Triggering - Email drafting - Form Pre-fill - CRM Auto-Logging **Compliance** - Document verification - Language Monitoring - Audit Trail - Access Control - Triggering **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Insights** - Next Best Action - Client Interaction Analysis - Revenue Opportunity **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Practifi Alternatives - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (220 reviews) - [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) - 4.6/5.0 (109 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)