Practifi pricing, reviews and more.
19 reviews
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.
What is Practifi?
Practifi is the business management platform powering growing financial advice firms around the world. Manage your pipeline, automate operations, monitor compliance, and build deep client relationships - effortlessly.
What tech stack does Practifi use?
WordPress
MySQL
PHP
VideoJS
Yoast SEO
Amazon Web Services
Nginx
Kinsta
TrackJs
Revslider
HubSpot Analytics
Google Font API
jQuery UI
jQuery Migrate
jQuery
Twitter Emoji (Twemoji)
Modernizr
Matomo Analytics
Linkedin Insight Tag
Isotope
HubSpot
Google Tag Manager
Google Analytics
Flickity
MailChimp
Google Workspace
Practifi pricing plans
Practifi Platform Subscription
$1,200 USD
per company / per month
Base platform subscription that includes up to 10 standard Practifi licenses and everything your team needs to get started and succeed with Practifi. Minimum one year term.
- Free onboarding
- User trainings
- Salesforce admin trainings
- Dedicated client success manager
- 24/7 knowledgebase access
- Annual health check
Additional User Subscription
$120 USD
per user / per month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free onboarding
- User trainings
- Salesforce admin trainings
- Dedicated client success manager
- 24/7 knowledgebase access
- Annual health check