Practifi - The Performance Optimization Platform for Wealth Management Firms - Practifi - AppExchange
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Practifi - The Performance Optimization Platform for Wealth Management Firms

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Starting at $1,200 USD per company per month Our base Platform Subscription Pricing is $1200 per company/month. This includes 10 embedded Salesforce Platform licenses and everything you need to get started with Practifi. Additional licenses are priced at $120 per user/month. Prices are in USD.

Rating

(23)

Latest Release

1/5/2022

CATEGORIES

Finance
The single, unified workspace for every role in your firm

Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning performance optimization platform that transforms data into insight, action and excellence at scale. Our clients are large RIAs, IBDs and enterprises.

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