How Practifi is Fixing Wealth Management Tech

Most CRMs feel like Swiss Army knives—bloated with features, but lacking real precision. When considering CRM for Wealth Management, they promise to solve everything for everyone, but when it comes to financial advisors, they usually fall flat.

Practifi is turning that narrative around by delivering something rare in wealth management tech: a CRM that actually works for the people using it.

Built on Salesforce. Engineered for RIAs.

Practifi starts with the power of Salesforce and then layers on what RIAs actually need. That means this isn’t just another sales platform dressed up for advisors—it’s purpose-built to handle the complexity of modern wealth management.

With custom workflows, client lifecycle automation, and native compliance capabilities, Practifi is tuned to the specific needs of advisory firms. It eliminates unnecessary noise and helps teams focus on what matters: delivering great service at scale.

Compliance Without the Headache

Audits are inevitable. But with Practifi, they don’t have to be painful.

The platform includes compliance-ready workflows that help advisors stay ahead of regulatory requirements. Documentation, disclosures, and client interactions are automatically tracked and easy to access—giving firms peace of mind and cutting audit prep time dramatically.

Seamless Integrations with the Tools You Actually Use

Forget the frustration of CRMs that don’t play well with others. Practifi connects seamlessly with the platforms that wealth management firms rely on—from custodians and portfolio management systems to financial planning and reporting tools.

This means your data flows freely and securely, reducing redundancy and ensuring you have a single source of truth across your entire practice.

Built to Scale from 5 Clients to 5,000

Whether you’re a boutique RIA or an enterprise-level firm, Practifi scales with you. It grows as your team grows, enabling better collaboration, stronger client relationships, and more efficiency across the board.

It’s not just a CRM. It’s a business command center for ambitious advisory firms that want to serve more clients, better.

These insights are inspired by The Connected Advisor podcast featuring Adrian Johnstone,  CEO of Practifi. Listen to the full episode here and explore more articles in this series.