Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

Practifi - The Business Management Platform for Financial Advice

By Practifi
Practifi - The Business Management Platform for Financial Advice
Grow your advice business with Practifi
Experience clients in 360 degree view
Track all client interactions at a glance
Improve your workflows with advanced analytics
Launch your ideas to new heights
View rich client relationships and identify pipeline opportunities
Help your clients achieve their goals
Built for the mobile workforce
Connected with the tools you need
Get in touch for your free 30 day trial

$120 USD per user per month Pricing starts from just US$120/user/month and includes an embedded Salesforce Platform licence - no need for separate Salesforce licences. Talk to us about volume discounts & our range of implementation services.

Rating

(23)

Listed On

4/14/2015

Latest Release

11/6/2019

CATEGORIES

Finance
Grow Your Business & Integrate The Best Tools

RIAs, family offices and broker-dealers now have an exciting alternative to their existing CRM.####Practifi's business management platform provides the ecosystem and end-to-end support to ensure every advice firm fulfils their growth potential.

$120 USD per user per month Pricing starts from just US$120/user/month and includes an embedded Salesforce Platform licence - no need for separate Salesforce licences. Talk to us about volume discounts & our range of implementation services.