Unify data from multiple sources
Experience a complete view of your clients by unifying data across people and systems. With bespoke apps for every team and integrations with industry-leading partners, Practifi provides a single source of truth so teams can have 100% confidence in every decision they make.

Make everyday processes easier and transparent
Streamline common processes such as account opening transactions and move money requests with powerful workflow automation. Through digitalization, paperwork is eliminated, procedures are tracked, and everyone can see the progress of each task. As a result, clients receive a consistent, repeatable and high level of service.

Drive client growth and retention
Centralize client data in one platform to identify growth opportunities and improve retention. Detailed client overviews surface ages, assets, net worth, risk tolerances, goals and active advisory services in one platform. By unifying client data, advisors can provide more personalized advice.

Turn data into actionable insights
Turn data into insights your team can use to provide a better client experience. Practifi surfaces and visualizes data so everyone can monitor the metrics that matter most to their role. Whether they need to track clients per segment, upcoming RMDs, or the number of accounts set up last week, Practifi helps teams be proactive instead of reactive.