Practifi - The Business Management Platform for Wealth Management Firms - Practifi - AppExchange
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Practifi - The Business Management Platform for Wealth Management Firms

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

Rating

(23)

Latest Release

9/30/2021

CATEGORIES

Finance
The single, unified workplace for every role in your advisory firm

Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning business management platform powering the nation’s largest RIAs, international broker dealers and enterprises.

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