Trust
Security & compliance
ISO 27001SOC 2PCI DSSFedRAMP
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Client engagement platform for wealth management on Salesforce.
Pricing
From $80 / seat / mo
Founded
2013
Team size
51-200 employees
Headquarters
Chicago, IL
At a glance
Best for
Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Custom quote
Integrates with
OrionBlack DiamondAddeparSchwabSalesforce+1
Security
ISO 27001SOC 2PCI DSSFedRAMP
About Practifi
Practifi is a CRM and business-management platform built on Salesforce and purpose-built for wealth-management firms, RIAs, and financial advisors. It layers client, household, and relationship management, workflow automation, pipeline tracking, and an AI assistant (Practifi Intelligence) on top of the Salesforce platform, with the Salesforce license bundled in. It targets advisory teams that want Salesforce power without running a Salesforce implementation project.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Startup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Practifi
Practifi doesn’t have a live offer on Cubbie yet — but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
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