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Practifi vs SMArtX Advisory

Practifi logo
PractifiWealth Management Platforms
From $80 / seat / moPublished price
SMArtX Advisory logo
SMArtX AdvisoryFinancial Advisory Practice
CustomPublished price
Practifi logo
Practifi
Wealth Management Platforms

Intelligent CRM for RIAs That Demand More Power

SMArtX Advisory logo
SMArtX Advisory
Financial Advisory Practice

Powering What's Next in Managed Accounts

Overview
CategoryWealth Management PlatformsFinancial Advisory Practice
What it isClient engagement platform for wealth management on Salesforce.Managed accounts platform for RIAs.
Pricing
Published priceFrom $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…
Custom
SMArtX charges bundled platform, model, and advisor fees typically ranging 0.05%-2.00% per annum on assets (not a flat SaaS price). Its slimmed-down SMArtY platform is offered fre…
Pricing modelCustom quoteCustom quote
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20132014
Team size51-200 employees51-200 employees
HeadquartersChicago, ILJupiter, FL

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