Practifi
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What is Practifi?
Practifi is a performance optimization platform that revolutionizes CRM for wealth management firms, turning data into actionable insights and operational excellence. It unifies teams, data, and tools to drive organizational success and client satisfaction.
Pricing
Practifi Starting Price
$ 80/User/Month
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Key Features of Practifi
Here are the powerful features that make Practifi stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Client Management
- Pipeline Management
- Task Management
- Document Management
- Workflow Automation
- Compliance Tracking
- Reporting And Analytics
- Client Portal
- Email Integration
- Calendar Integration
- Mobile Access
- Customizable Dashboards
- Data Import/export
- Role Based Permissions
- Client Communication Tracking
- Financial Planning Tools
- Integration With Financial Software
- Client Segmentation
- Lead Management
- Client Onboarding
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Practifi Screenshots
Practifi Pricing
Here are the pricing plans for Practifi. Choose the plan that best fits your requirements and budget. Get Detailed Practifi pricing as per your requirements.
Basic
$ 80
User/Month
- Free upgrades
- Knowledge base access
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Core
$ 96
User/Month
- All Feature in Basic
- Phone support & support portal access
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Pro
$ 112
User/Month
- All Feature in Core
- Free onboarding
- Technical configuration & ongoing training
- Annual health check
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The pricing information for Practifi is sourced either directly from the software provider or publicly available materials. To get the most accurate and up-to-date costs, we advise reaching out to the vendor.
The pricing information was last updated on 4th December 2024.
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Practifi Specifications
Get a closer look at the technical specifications and system requirements for Practifi. Find out if it's compatible with your operating system and other software.
Company Details :
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Practifi Resources
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Practifi FAQs
How much does Practifi cost?
The starting price of Practifi is $ 80/User/Month. It has different pricing plans:
- Basic : $ 80/User/Month
- Core : $ 96/User/Month
- Pro : $ 112/User/Month
The details of Practifi’s free trial have not been shared by the vendor.
What are the top 5 features for Practifi?
The top 5 features for Practifi are:
- Asset Management
- Expense Tracking
- Task Management
- Territory Management
- Lead Management
What type of customer support is available from Practifi?
The available support which Practifi provides is:
What types of businesses does Practifi serve?
Practifi serves a wide range of businesses, including but not limited to Startups, SMBs, Mid-Market & Enterprises.
Who are the primary competitors of Practifi?
The three major competitors of Practifi are crmConnect, Cosmos CRM and ADvendio. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.
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