Verified User in Financial Services
    EF
    Verified User in Financial Services
    Verified User in Financial Services

    Significant upgrade

    05/24/2021
    "The interface of the application. The ability to fully control and customize our specific business development process."

    Brian M. M.
    BM
    Brian M. M.
    President - Financial Services

    Super Software

    11/27/2019
    "We can build processes that help us scale our business"

    Miles B.
    MB
    Miles B.
    Chief Operating Officer - Financial Services

    Excellent onboarding process and well rounded and intuitive system

    08/11/2020
    "Give the relatively accessible price point I found the onboarding process and project management both useful and valuable. Provided me a far better experience than other systems I have attempted to implement in the past."

    Verified User in Information Technology and Services
    AI
    Verified User in Information Technology and Services
    Verified User in Information Technology and Services

    Friendly and experienced team

    02/25/2021
    "Practifi is helpful to assit with bugs and enhancemnets related to salesforce Working with Kharles and team"

    Verified User in Financial Services
    AF
    Verified User in Financial Services
    Verified User in Financial Services

    Great company - filling a much needed void in the wealth management space

    05/24/2021
    "Makes management of Salesforce platform much easier."

    Verified User in Insurance
    AI
    Verified User in Insurance
    Verified User in Insurance

    Exceptionally professional, helpful and friendly relationship managers.

    05/13/2020
    "Our relationship manager understands our requirements and always works in our best interest to find a useful solution. Extremely prompt with his replies and always keeps us in the loop with the progress of things."

    HT
    Heather T.
    Portfolio Operations Manager - Financial Services

    Customizable with excellent customer service

    02/22/2021
    "The Practifi platform is highly customizable. Our firm is able to enter and run reports on just the information we need for our business."

    KS
    Kristy S.
    Associate - Senior Investment Advisor - Financial Services

    Practifi allows you to create workflow efficiencies for your team

    05/18/2021
    "Software which is customisable to suit the specific needs and requirements of your business. Reasonably easy to use and a great support network from the Practifi team."

    Verified User in Financial Services
    AF
    Verified User in Financial Services
    Verified User in Financial Services

    Our Team lives in Practifi and it has helped us go almost 100% electronic.

    05/25/2021
    "Practifi's Team and the support they bring our firm through collaboration on our processes to bring us up to speed on Best Practice."