Salesforce Slack

Help & Support

Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Visit Salesforce Help

Give Us Feedback

Practifi - The Performance Optimization Platform for RIAs

By Practifi

Empower teams to deliver exceptional client experiences

Starting at $1,200 USD/company/month

Pricing Details

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.

WealthManagement.com: How to Build an Ideal Tech Stack for a Data-Driven Business

Practifi + Addepar: Bridging the Gap Between Portfolio Management & Client Service

US WealthTech Talks: Driving Growth in Wealth Management with Technology

Trilogy: Building for the Future

Morton Wealth: Giving Advisors the Tools to Succeed

Bleakley Financial Group: Supporting Financial Advisors

HPH Solutions: Delivering Award-Winning Advisory Services

EP Wealth Advisors: Egnyte and Practifi Power Growing Financial Advice Firms Around the World

Growth Story: HPH Solutions | Turning Visions Into Reality

Growth Story: Plenary Wealth | Unlocking Hidden Value

Practifi Protect Brochure

Practifi Sandbox Brochure

Practifi Promote Brochure

Practifi Propel Brochure

Practifi Portals Brochure

Why Automation Is The Key To Sustainable Growth

Making the Most of Market Volatility

How to Thrive Under Difficult Conditions and Uncertainty

Why Unifying Data Is The Key To A Great Client Experience