---
description: Detailed reviews on Practifi based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Practifi with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Practifi Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/1265/financial-crm/software) > [Practifi](/software/2053227/practifi)

# Practifi

Canonical: https://www.getapp.ca/software/2053227/practifi

> Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning business management platform powering the nation’s largest RIAs, international broker-dealers and enterprises.

Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Key benefits of Practifi

Unlock our network of integration partners - We work with the Salesforce AppExchange and industry-leading technology providers like Addepar, Orion, Schwab, Xplan and Microsoft, to unify your client data and create the perfect tech stack for your firm.

One platform for your entire firm - Our award-winning apps for the advisor, client service, compliance, marketing, and management teams help cut down the noise and display the most relevant information for each user.

Improve operational efficiency - Practifi comes fully charged with 10 ready-to-use workflows so that you can get a head start streamlining complex processes. Open accounts, move money, prepare client reviews and more with our enterprise workflow engine.

## About the vendor

- **Company**: Practifi
- **Founded**: 2013

## Commercial Context

- **Starting Price**: US$120.00
- **Pricing model**: Per User
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, New Zealand, United Kingdom, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM Software
- Calendar Management
- Campaign Management Software
- Client Management
- Contact Management Software
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Document Management Software
- Document Storage
- Drag & Drop
- Email Management Software
- Email Marketing Software
- Email Templates

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software

## Category

- [Financial CRM Software](https://www.getapp.ca/directory/1265/financial-crm/software)

## Related Categories

- [Financial CRM Software](https://www.getapp.ca/directory/1265/financial-crm/software)
- [CRM Software](https://www.getapp.ca/directory/230/crm/software)

## Alternatives

1. [HubSpot CRM](https://www.getapp.ca/software/102533/hubspot-crm) — 4.5/5 (4451 reviews)
2. [Salesforce Sales Cloud](https://www.getapp.ca/software/90378/salesforce) — 4.4/5 (18768 reviews)
3. [Zoho CRM](https://www.getapp.ca/software/9908/zoho-crm) — 4.3/5 (6964 reviews)
4. [Bigin by Zoho CRM](https://www.getapp.ca/software/142099/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
5. [eWay-CRM](https://www.getapp.ca/software/106997/eway-crm) — 4.5/5 (820 reviews)

## Links

- [View on GetApp](https://www.getapp.ca/software/2053227/practifi)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/customer-management-software/a/practifi/> |
| en-AE | <https://www.getapp.ae/software/2053227/practifi> |
| en-AU | <https://www.getapp.com.au/software/2053227/practifi> |
| en-CA | <https://www.getapp.ca/software/2053227/practifi> |
| en-GB | <https://www.getapp.co.uk/software/2053227/practifi> |
| en-IE | <https://www.getapp.ie/software/2053227/practifi> |
| en-NZ | <https://www.getapp.co.nz/software/2053227/practifi> |
| en-SG | <https://www.getapp.sg/software/2053227/practifi> |
| en-ZA | <https://www.getapp.za.com/software/2053227/practifi> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"GetApp Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Review, Compare and Evaluate small business software. GetApp Canada has software offers, SaaS and Cloud Apps, independent evaluations and reviews.","email":"info@getapp.ca","url":"https://www.getapp.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/getapp/getapp-logo-light-mode-5f7ee07199c9b3b045bc654a55a2b9fa.svg","@type":"Organization","@id":"https://www.getapp.ca/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/getapp","https://www.facebook.com/GetAppcom","https://www.linkedin.com/company/getapp-com-a-gartner-company/","https://www.instagram.com/getappcom/","https://www.youtube.com/c/GetAppCom"]},{"name":"Practifi","description":"Today’s wealth management firms rely on a number of critical software platforms to provide excellent client service. However, when these software systems don’t ‘speak’ to each other, important client data becomes isolated in separate platforms. As a result, business efficiency stalls, client relationships suffer and businesses struggle to scale.\n\nPractifi’s product suite solves this problem by providing a single, unified workspace for every role in an advisory firm. With rich client views, intelligent automation, sophisticated analytics, and a user-friendly platform, Practifi helps advisory firms scale sustainably and build better client relationships.\n\nBy providing a curated experience for advisory, client service, compliance, management and marketing teams, our role-based apps won Outstanding Achievement in CRM in the 2021 WealthManagement.com Industry Awards.\n\nIn addition to a strong technological foundation, Practifi also provides clients with exceptional support. Our experienced onboarding, client success, and professional services teams work closely with clients to ensure they are achieving success with Practifi.\n\nPractifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/7b7c4d9f-16d2-4556-8a89-41222d895f8e.png","url":"https://www.getapp.ca/software/2053227/practifi","@type":"SoftwareApplication","@id":"https://www.getapp.ca/software/2053227/practifi#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.ca/#organization"},"offers":{"price":"120","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Financial CRM Software","position":2,"item":"/directory/1265/financial-crm/software","@type":"ListItem"},{"name":"Practifi","position":3,"item":"/software/2053227/practifi","@type":"ListItem"}],"@id":"https://www.getapp.ca/software/2053227/practifi#breadcrumblist"}]}
</script>