WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PRACTIFI

Practifi is a business management platform for financial advice firms, built on the Salesforce platform. It provides tools for client relationship management, process automation, and compliance oversight. The system uses analytics and reporting to provide a comprehensive view of the business and client data.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: