Practifi is a CRM and practice management platform built on Salesforce, designed to manage client relationships, workflows, task allocation, reporting, and operational oversight within wealth management firms. Founded in Australia in 2013, the company now operates primarily across the United States and Australia, serving advice firms, accountancy practices, trust companies, and multi-disciplinary financial services businesses. Advisers, paraplanners, operations teams, compliance staff, and firm principals are the primary users.