Read 3 Practifi reviews and testimonials from customers, explore case studies and customer success stories, and watch 3 customer videos to see why companies chose Practifi as their undefined

Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through a clean, intuitive interface.

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Customer Rating Review Scorebased on 1166 reference ratings
4.8/5.0 (1166)

3Testimonials

  • “Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations.”

    Andrew GodfreySenior Partner, Chief Operating Office
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3 Customer Videos

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    Adreenne PattiDirector of advice and innovation
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Additional Practifi Information & Resources

Read Practifi Reviews, Testimonials & Customer References from 3 real Practifi customers.

Watch Practifi Customer Videos to learn why 3 businesses chose Practifi.

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