Workflow automation and CRM for modern financial advisors.
"Practifi is a business management platform designed for financial advisory firms. It combines CRM, financial planning, and operational tools into a unified system, enabling advisors to streamline workflows, enhance client engagement, and drive business growth."
"Practifi centralizes CRM, workflow automation, and reporting to help financial advisors streamline operations and improve client engagement."
How Practifi integrates into institutional RIA stacks.
Verified native integrations connecting to Practifi
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Advyzon: The all-in-one platform for modern RIAs.
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Simple CRM, built for small businesses and RIAs.
Redtail: Modern CRM and Operations for Financial Advisors.
Salesforce: Powering wealth management client relationships.
