Practifi

Chicago, Illinois, USA · ≈68 employees · practifi.com

Practifi is a business management platform designed specifically for the wealth management industry. It helps financial advice firms grow by unifying data, automating workflows, and providing actionable insights. Founded in 2013, Practifi operates as a private B2B SaaS firm with offices in Sydney, Chicago, and London, serving clients globally. The platform offers a comprehensive suite of tools tailored for financial advisory practices. Key features include client relationship management (CRM) for creating detailed client records, workflow automation to streamline operations, compliance management to ensure regulatory adherence, and business analytics for data-driven decision-making. Practifi also provides an open API and various integrations with third-party systems, enhancing its functionality for users. Practifi serves a diverse range of clients, including registered investment advisors, family offices, broker-dealers, financial advisers, and insurance companies. Its solutions are designed to help both small advice firms and large wealth management organizations manage customer relationships and improve productivity.