Practifi

Overview

Practifi sells a client relationship and business management platform purpose built for wealth management firms, covering the unified client record, pipeline and opportunity management, referral source tracking, workflow automation across onboarding, account opening, money movement and review scheduling, compliance monitoring, real time productivity and revenue reporting, and a mobile application. It is built natively on the Salesforce Lightning platform rather than as standalone software, and serves advisory firms ranging from around ten employees to enterprises of ten thousand. In December 2025 the company shipped Practifi Intelligence, an add on suite activated per client, organized into relationship, meeting and administrative capabilities: it produces conversation summaries, surfaces context across a client record, generates follow up actions automatically and triggers workflow steps. The company has stated that further functionality would be introduced across 2026, and has announced a second and distinct product for release on 25 August 2026, described as an artificial intelligence native intelligent client relationship system sold alongside the established enterprise platform rather than replacing it. Headquartered in Chicago.

Details

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