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Practifi

★★★★☆ (4.2) Last updated 2026-01

Practifi provides CRM and operations for wealth managers.

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Key features

  • API Access
  • Analytics
  • Automation
  • Integrations
  • Mobile App
  • Reporting

Pricing: Custom (custom)

HQ: Sydney, Australia · Founded: 2015

Integrations: Zapier|Salesforce|HubSpot|Slack|Shopify|Google

Support: Email|Live Chat|Documentation

Pros

  • Easy to implement
  • Strong analytics
  • Excellent support

Cons

  • Premium features cost more
  • Setup time required

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