InvestCloud vs Practifi
InvestCloudWealth Management Platforms
CustomPublished price
PractifiWealth Management Platforms
From $80 / seat / moPublished price
InvestCloud Wealth Management Platforms A Smarter Financial Future Starts with People | Practifi Wealth Management Platforms Intelligent CRM for RIAs That Demand More Power | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Wealth Management Platforms |
| What it is | Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools. | Client engagement platform for wealth management on Salesforce. |
| Pricing | ||
| Published price | Custom InvestCloud sells its wealth-management technology to financial institutions through tailored enterprise agreements. No authoritative public numeric list price is available; prici… | 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 | Custom quote | 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 | 2010 | 2013 |
| Team size | 1001-5000 employees | 51-200 employees |
| Headquarters | West Hollywood, CA | Chicago, IL |