Best Software for 2025 is now live!
Product Avatar Image

Practifi

Show rating breakdown
64 reviews
  • 1 profiles
  • 1 categories
Average star rating
4.3
Serving customers since
2013

Profile Name

Star Rating

40
22
3
0
1

Practifi Reviews

Review Filters
Profile Name
Star Rating
40
22
3
0
1
Andrew K.
AK
Andrew K.
Director Of Operations at Chicago Partners Wealth Advisors
08/06/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

More than you need, less than you'd expect

The ability to report on almost anything has been very useful. The ability to quickly modify desired pages has been very useful as well. When a user asks for a new field to store data it only takes me a handful of minutes to roll something like that. It's integration with Orion has been extremely useful as well - especially with field syncing reducing the need to update both databases manually. I also like that our teammembers actually use the thing regularly, rather than just a handful like our old CRM. Unfortunately the main gap in usage comes from leadership, though it seems to work alright to have data floated up from the team to the partners.
RD
Reeves D.
08/06/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Works Well for our Basic Functions

Once setup, the workflows work well and each step can be easily followed. The queue is the foundation of our Operations team.
JH
Joshua H.
06/25/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

A powerful platform with room to grow

The best thing I like about Practifi is the ability to customize certain elements of the platform.

About

Contact

HQ Location:
Chicago, IL

Social

@Practifi

What is Practifi?

Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience. With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations.

Details

Year Founded
2013