Indyfin vs Practifi
IndyfinFinancial Advisory Practice
PractifiWealth Management Platforms
From $80 / seat / moPublished price
Indyfin Financial Advisory Practice Find a Financial Advisor you trust | Practifi Wealth Management Platforms Intelligent CRM for RIAs That Demand More Power | |
|---|---|---|
| Overview | ||
| Category | Financial Advisory Practice | Wealth Management Platforms |
| What it is | Client acquisition platform for financial advisors. | Client engagement platform for wealth management on Salesforce. |
| Pricing | ||
| Published price | Not published | 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 | Per seat | Custom quote |
| Free options | Not available | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2018 | 2013 |
| Team size | 11-50 employees | 51-200 employees |
| Headquarters | Dallas, TX | Chicago, IL |