---
description: Review of Practifi Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Practifi | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [Practifi](/software/477777/PractiFI)

# Practifi

Canonical: https://www.softwareadvice.co.nz/software/477777/PractiFI

> Practifi is a cloud-based business management platform and CRM built for wealth management firms, including RIAs, independent broker-dealers, multi-family offices, and enterprise advisory organizations across the US, Canada, and Australia. It serves firms of all sizes, from independent practices to large enterprises managing multiple divisions and hundreds of advisors.

The platform centralizes client data, pipeline management, workflow automation, compliance monitoring, and business intelligence in one system. Core features include pre-built workflows for account openings and client reviews, role-based apps for advisors and compliance teams, real-time dashboards for productivity and revenue tracking, client activity tracking, and an open API with access to over 3,000 integrations. A mobile app provides access to client details and tasks on the go.

AI-powered tools include automated meeting transcription, follow-up task generation, sentiment detection, and plain-language workflow building. A cybersecurity add-on provides encryption and audit support for regulatory frameworks including SEC, FINRA, and ASIC.

Hosted on the Salesforce platform, Practifi includes platform access in the subscription with no separate Salesforce license required. Support is provided through a dedicated Client Success Manager, an e-learning platform, and a knowledgebase.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Practifi
- **Founded**: 2013

## Commercial Context

- **Starting Price**: US$120.00
- **Pricing model**: Per User
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, New Zealand, United Kingdom, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar/Reminder System
- Campaign Management
- Client Management
- Contact Database
- Contact Management
- Customer Database
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop

## Integrations (3 total)

- Envestnet | Tamarac
- Netwrix Platform Governance
- Zocks

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Financial CRM Software](https://www.softwareadvice.co.nz/directory/3247/financial/software)

## Related Categories

- [Financial CRM Software](https://www.softwareadvice.co.nz/directory/3247/financial/software)
- [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/477777/PractiFI)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/477777-PractiFI/> |
| en-AU | <https://www.softwareadvice.com.au/software/477777/PractiFI> |
| en-GB | <https://www.softwareadvice.co.uk/software/477777/PractiFI> |
| en-IE | <https://www.softwareadvice.ie/software/477777/PractiFI> |
| en-NZ | <https://www.softwareadvice.co.nz/software/477777/PractiFI> |

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