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Practifi vs Wealth Access

Practifi logo
PractifiWealth Management Platforms
From $80 / seat / moPublished price
Wealth Access logo
Wealth AccessFaculty Management Software
Practifi logo
Practifi
Wealth Management Platforms

Intelligent CRM for RIAs That Demand More Power

Wealth Access logo
Wealth Access
Faculty Management Software

Connect Your Data. See As One. Where Every System Speaks the Same Language

Overview
CategoryWealth Management PlatformsFaculty Management Software
What it isClient engagement platform for wealth management on Salesforce.Client portal and data aggregation platform for wealth management firms to engage clients holistically.
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…
Wealth Access's current public materials do not expose a dependable numeric starting price. Commercial pricing is treated as sales-led or quote-based.
Pricing modelCustom quoteNot available
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20132010
Team size51-200 employees51-200 employees
HeadquartersChicago, ILNashville, TN

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