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Practifi
4.5
82

Not Claimed

Practifi is a performance optimization platform for the wealth management industry, powered by Salesforce. It provides a single, unified workspace for every role in a firm, with bespoke apps for advisory, client service, compliance, business development, management, and marketing teams. Practifi's open API and integrations with industry-leading technology providers help firms build the ideal tech stack for their needs. The platform offers rich client views, intelligent automation, advanced analytics, and a user-friendly interface to help firms scale sustainably, build better client relationships, and achieve peak performance. The team is committed to working closely with clients to understand their pain points and goals to find the solutions they need.
Website
https://practifi.com/
Developer
Practifi
Category
CRM
Suitable for enterprise
SMEs、Enterprises
HQ Location
Sydney, NSW
Year Founded
2013
Number of Employees
81
Twitter
@Practifi
Strengths
  • Customizable

    Practifi can be tailored to fit the specific needs of a business.

  • Integrated

    Practifi offers a range of integrated features, including CRM, workflow automation, and compliance tools.

  • Scalable

    Practifi can grow with a business, offering the ability to add new users and features as needed.

Weaknesses
  • Complex

    Practifi can be difficult to set up and use, requiring a significant investment of time and resources.

  • Expensive

    Practifi is a high-end solution, with pricing that may be prohibitive for some businesses.

  • Limited Integrations

    Practifi may not integrate with all of the tools and systems a business uses, limiting its usefulness.

Opportunities
  • The market for CRM and workflow automation tools is expanding, offering opportunities for Practifi to gain new customers.
  • As regulations become more complex, businesses are increasingly in need of compliance tools like those offered by Practifi.
  • Practifi could benefit from forming partnerships with other software providers to expand its integrations and reach new customers.
Threats
  • Practifi faces competition from a range of other CRM and workflow automation tools, some of which may be more established or have lower pricing.
  • A recession or economic downturn could lead to decreased demand for high-end software solutions like Practifi.
  • As Practifi deals with sensitive customer data, any security breaches or data leaks could damage its reputation and lead to lost business.

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Media

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Practifi Plan

Practifi offers a tiered pricing model with three versions, starting at $30/user/month, with increasing features and capabilities.
Additional User Subscription $ 120 Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term. Free upgrades Knowledgebase Access Technical configuration & ongoing training Annual health check
Practifi Platform Subscription $ 1 Per Month
Base platform subscription that includes up to 10 standard Salesforce licenses and everything your team needs to get started and succeed with Practifi. Minimum one year term. Free upgrades Knowledgebase Access Technical configuration & ongoing training Annual health check
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