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Practifi
What AI says about Practifi
Practifi provides an intelligent CRM platform that empowers financial advisors to manage client relationships effectively. With built-in AI capabilities, it helps firms automate workflows, enhance client engagement, and drive growth.
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Products & Services
Practifi CRM
A purpose-built CRM for wealth management that integrates AI to streamline operations and enhance client relationships.
Common Questions
What does a Practifi subscription include?
A Practifi subscription includes guided implementation, access to PractifiU, a dedicated Client Success Manager, and free upgrades.
Do you offer free trials?
No, Practifi does not offer free trials as they believe personalized guidance is essential for a successful product experience.
Is a Salesforce subscription required to use Practifi?
No, your Practifi subscription includes access to the Salesforce platform without the need for a separate subscription.
How does billing work for Practifi subscriptions?
Practifi subscriptions are an annual commitment, with options for annual or quarterly billing.
Can I customize my Practifi instance?
Yes, Practifi offers customization options through their internal Professional Services team after implementation.