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Practifi - The Performance Optimization Platform for RIAs
Empower teams to deliver exceptional client experiences
- Industries
- Financial Services
- Business Need
- Finance
- Requires
- None
Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning performance optimization platform powering the nation’s largest RIAs. Practifi transforms data into insight, action and excellence at scale.
Highlights
Unify your data with role-based apps designed for every team in your firm. Leverage our open API and integrations with industry-leading technology providers like Addepar, Orion, Schwab, Xplan and Microsoft to build the ideal tech stack.
Enjoy a platform that's made specifically for wealth management firms. Have a complete overview of client financials, services, open tasks and pipeline. Use over 20 pre-built workflows and over 38 pre-built reports so you don’t have to start from scratch
Get access to industry-leading capabilities with multiple product releases per year based on client feedback and best practices. Leverage PractifiU and our Knowledge Base so teams can access on-demand webinars and helpful product training courses.
2023 APAC Growth ISV Partner of the Year We're thrilled to be named the 2023 APAC Growth ISV Partner of the Year by Salesforce. Practifi leverages the power of Salesforce's Customer 360 to deliver innovative solutions that delight customers.
Provider Details
Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.
Pricing Details
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.
Default Plan
$1,200 USD/company/month