Practifi - The Performance Optimization Platform for RIAs

CRM

The Team at Practifi have been fantastic with our migration from another software, the team has always been there to help and offer support. Practifi has been a great addition to our business we highly recommend.

PractiFI - The best is yet to come!

We were looking for a CRM that would provide us with a clean design, open architecture and intuitive management pipeline reporting. After an extensive search, we decided on PractiFI and made the move in April 2018. As we are so data-rich, it was a big challenge to migrate our data across but it was made easier by the first class support of the PractiFI team. Compared to other CRMs, PractiFI's point of difference would be their openness to feedback and ideas of how we can make the system more efficient. The ability to integrate with the best of breed technology providers also sets them apart. The potential that PractiFI has to offer is exciting for our business and we look forward to driving further innovation and efficiencies through PractiFI.

Best CRM

Best CRM we have used after trialing 5 others. As a small business the open API is a great function to have and it allows us to build our own experience without having to know the details of Salesforce.

JUST DO IT!!!

We engaged PractiFi around 12months ago due to our current CRM couldn't offer some of the functionality we wanted and since being with PractiFi, we couldn't be happier. I would highly recommend PractiFi, the team has been AMAZING, great attitude and just get SHIT DONE!!!!

Epic tech

I've been using Practifi for a little over 12 months and it's been a total game changer for my financial planning business. Practifi has allowed us to increase efficiency, manage our workload effectively, and make sure we're sticking to our compliance at the same time. The team are also total legends and they provide great support to help customise the technology to achieve the business outcomes you want. Couldn't recommend more highly!

Complex made Simple

Practifi has taken a complex business that has lot of components and has broken it down to a simple, logical system to use and navigate. With this simplicity, staff training and on boarding has been a breeze. Difficult tasks are now completed seamlessly and intuitively in a more timely manner. Practifi's ongoing development also gives peace of mind that it is always adjusting and improving when the technology does. Practifi has been a great platform for us to obtain scale and evolve to the growing needs of our clients.

Changed my life

Practifi, has changed my professional life. I was always hoping that it would be the centre of my firm for the next three decades and that hope has been exceeded by my reality so far. I’m in the early stages of perfecting the data, assigning packages, influencers, providers and creating my processes, but just getting this all out of my head, old useless CRM and various spreadsheets and into something that looks shit hot has been amazingly liberating. Finally, we are creating the advice machine I've always wanted which my can employees plug into. I’m trying to devote a few hours a day to continuous improvement of our Practifi, and whilst I know I have a long way to go before it’s fully ready if ever, I’m enjoying the process of bringing our firm into 2018.

Definitely not a pretender

We completed an extensive search for an appropriate CRM/Business Management system - Practifi ticked all of our boxes and has delivered on all the promises. The transition was seamless and we have enjoyed excellent support ever since. The most pleasing aspect of this solution is their vision and willingness to work with their users to deliver better outcomes.

Keep your efficiencies in top order

PractiFi has allowed us to streamline our efficiences and our workflows in a very adaptable and customised way, to suit the way we like to do business. In the Financial Services Industry, where compliance requirements are impacting our efficiencies, this provides us with clarity and confidence that we have incorporated the compliance regime into our processes from end to end. A big relief - so that we can focus on our servicing our much valued clients.

Everything you need to run a financial services business

Great product with excellent customer support and a strong pipeline of regular upgrades / revisions. Tailored for financial services firms, it allows us to automate processes, keep track of pipelines and keep compliant, up to date files, whist managing staff workflow and outcomes. We've integrated other software into it such as telephony which Practifi are proactive in helping do, the open nature of the platform means that you're not locked into 1 solution and can look outside the box and bring in other salesforce compatible software to build the ultimate system if you want. Couldn't recommend enough!