Practifi
Practifi is the leading CRM purpose-built for wealth management, built on the trusted Salesforce platform. It is customer relationship management software specifically engineered for wealth management firms to transform how financial professionals connect with and grow their client base.
What is Practifi?
Practifi is designed to meet the needs of wealth management and financial sectors, serving high-performing wealth institutions, financial advisory firms, broker-dealers, and registered investment advisors (RIAs). By surfacing key insights, automating workflows, and enabling personalized client experiences that fortify relationships, the platform includes ready-to-use, pre-built workflows designed specifically for wealth management firms. Recently introduced Practifi Intelligence, an AI-powered suite that supports advisory teams with continuous wealth-focused intelligence, smart conversation summaries, automated workflows, and intelligent follow-up generation.
