Broadridge vs Practifi
BroadridgeWealth Management Platforms
PractifiWealth Management Platforms
From $80 / seat / moPublished price
Broadridge Wealth Management Platforms Global Leader - Financial Technology Solutions | Practifi Wealth Management Platforms Intelligent CRM for RIAs That Demand More Power | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions. | Client engagement platform for wealth management on Salesforce. |
| Pricing | ||
| Published price | No public price. Broadridge sells enterprise fintech/SaaS and outsourced processing (investor communications, wealth/asset-management platforms, capital-markets and post-trade sys… | From $80 / seat / mo Three plans (per user/mo, annual commitment, billed annually or quarterly): Basic ~$80, Core ~$96, Pro ~$112 (third-party listings; Practifi's own site directs to sales). Salesfor… |
| Pricing model | Not available | Custom quote |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2007 | 2013 |
| Team size | 10000+ employees | 51-200 employees |
| Headquarters | Lake Success, NY | Chicago, IL |