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Practifi

Practifi

Practifi is an intelligent CRM platform built specifically for wealth management firms and registered investment advisors.

Operating headquarters
Chicago, IL, US🇺🇸
Founded
2013
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Library

Practifi - Library

practifi.com·Crawled Oct 1, 2026·

Topics

Publication type

Content origin
Row density

Blog

6 pages
  1. 3 Tips to Future-Proof Your Financial Advisory Business/blog/future-proof-your-advisory-business

    Discover 3 practical strategies to grow your financial advisory firm with intention. Learn how to deepen client relationships, streamline operations and build a business that’s ready for the future.

  2. Blog/blog

    Follow the Practifi blog to keep up with our latest thought leadership, technology selection tools, product releases, partnership announcements, and more.

  3. Health + Wealth: How Advisor Well-Being Shapes Better Outcomes/blog/health-wealth-advisor-wellness

    Advisor well-being is a strategic advantage that strengthens client trust, decision-making, and long-term business success.

  4. Out Of Office: Why It Matters More Than You Think/blog/why-out-of-office-matters

    Being always on isn’t the answer. See how smart firms help advisors take real breaks and build stronger businesses in the process.

Press

1 page
  1. Global In The News/company/in-the-news

    Company > In the News In the News

Comparison

4 pages
  1. Practifi vs Redtail: Why Growing RIAs Are Making the Switch/blog/practifi-vs-redtail-why-growing-rias-are-making-the-switch

    Redtail is the most widely used CRM in the RIA market. It's also the platform most growing firms outgrow. Here's an honest look at how Practifi compares and why the switch happens when it does.

  2. Practifi vs Salesforce Financial Services Cloud: Salesforce Power, Without the Salesforce Project/blog/practifi-vs-salesforce-financial-services-cloud-salesforce-power-without-the-salesforce-project

    Salesforce FSC and Practifi both run on Salesforce infrastructure. The difference is what it costs to get there, how long it takes, and what Salesforce's shifting roadmap means for the investment you've made.

  3. Practifi vs Wealthbox: The Honest Comparison/blog/practifi-vs-wealthbox-the-honest-comparison

    Wealthbox is the most popular upgrade from Redtail among smaller advisory firms. But for firms with growth ambitions, compliance obligations, or already at scale, it runs out of road fast. Here's how Practifi compares.

  4. Why Firms Are Choosing Practifi vs. FSC, XLR8, Quivr, Salentica Elements, and WealthHub/blog/why-firms-are-choosing-practifi-vs-fsc-xlr8-quivr-salentica-elements-and-wealthhub

    Evaluating Salesforce-based CRMs for wealth management? Here's an honest look at how Practifi compares to Salesforce FSC, XLR8, Quivr, Salentica Elements, and WealthHub, and why growing advisory firms are making the switch.

About

1 page
  1. About Us/company/about-us

    Practifi has offices in Sydney and Chicago. Learn more about our company and our leadership team. Contact us today if you have any questions.

Contact

1 page
  1. Contact Us/contact-us

    Got a question for us? We're here to help! You can contact us by submitting this form and we'll be in touch with you as soon as possible.

Homepage

1 page
  1. Homepage/

    The only intelligent CRM company that meets wealth management firms where they are in their AI adoption journey.

Privacy

1 page
  1. Privacy Policy/company/privacy-policy

    Here at Practifi, we take the privacy of our users seriously. Read our privacy policy to learn more.

Terms & Conditions

3 pages
  1. Legal/company/legal

    The information provided details how we protect your privacy, the terms of use for the Practifi application and our services agreement.

  2. MSA Addendum/company/msa-2

    This Master Subscription Agreement details the terms of use for the Practifi Application, a cloud-based wealth business management system.

  3. Psa/company/psa

    This Professional Services Agreement details the terms of service for the Practifi Application, a cloud-based wealth business management system.

Coverage

5 items
  1. Practifi Unveils AI-Driven CRM Strategy to Power the Future of Wealth Managementbusinesswire.com/news/home/20250305179180/en/Practifi-Unveils-AI-Driven-CRM--Strategy-to-Power-the-Future-of-Wealth-Management

    Practifi announces upcoming AI-powered enhancements to support wealth management firms. The company says the enhancements are intended to help firms build stronger client relationships and drive growth.

    Mar 2025 · Business WireNews article

  2. Practifi Appoints Adrian Johnstone as New CEObusinesswire.com/news/home/20230316005638/en/Practifi-Appoints-Adrian-Johnstone-as-New-CEO

    Practifi appoints Adrian Johnstone as its new CEO, succeeding Glenn Elliott. The fintech platform optimizes performance and workflow for wealth management professionals.

    Mar 2023 · Business WireNews article

  3. Practifi Launches New Business Development App for Wealth Management Industryprnewswire.com/news-releases/practifi-launches-new-business-development-app-for-wealth-management-industry-301605468.html

    Practifi launches a cloud-based deal pipeline management app for the wealth management industry. The app tracks and manages M&A activity, addressing demand for an all-in-one platform.

    Aug 2022 · PR NewswireNews article

  4. Practifi Expands Consulting Network With Red Rock Strategic Partnersprnewswire.com/news-releases/practifi-expands-consulting-network-with-red-rock-strategic-partners-301585064.html

    Wealthtech provider Practifi expands its consulting network by partnering with Red Rock Strategic Partners. The partnership aims to drive client return on investment and adoption.

    Jul 2022 · PR NewswireNews article