Practifi
A CRM for wealth management firms that integrates compliance workflows into daily operations
- Vendor
- Cloudpractice Pty Ltd
- Also known as
- practifi
Available worldwide
What is Practifi?
A customer relationship management platform built on Salesforce infrastructure that helps wealth management firms maintain regulatory compliance by centralizing client records, automating compliance workflows, and creating auditable activity trails.
Practifi pricing
We don't have Practifi's full plan breakdown yet (its pricing page resisted automated reading). Here's what we could confirm. Always check live pricing for exact numbers.
What Practifi does
The capabilities that matter for wealth management, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- Schwab fidelity pershing custodial data sync
- ✓
- Monte carlo retirement simulation planning
- ✗
- Automated portfolio rebalancing and tax loss harvesting
- ✗
- Aum fee calculation and direct billing push
- ✓
- Client facing white label portal and mobile app
- ✗
- Sec finra compliant email and document archiving
- ✓
- Risk tolerance questionnaires and scoring
- ✗
- Held away asset aggregation plaid byallaccounts
- ✗
- Estate and tax planning scenarios
- ✗
- SOC2 type ii
- ✗
- ISO 27001
- ✓
- Pricing model
- -
Platform & deployment
Independently observed- iOS
- Web
- Android
- Cloud / SaaS
Integrations (2)
Independently observed- Schwab Advisor Center
- Black Diamond
Security & compliance
Independently observed- SOC 2active
- SOC 1active
- SOC 3active
- ISO 27001active
- FedRAMP High · Highactive
Practifi FAQ
Common questions about Practifi, answered from independent, dated evidence.
What is Practifi?
A CRM and business management platform that helps financial advisory firms organize client relationships, automate operations, and maintain regulatory compliance with standards including SEC, FINRA, and international privacy requirements. It is indexed under Wealth Management.
Source: https://practifi.com
What platforms does Practifi support?
We have confirmed browser-based access to Practifi. That is the extent of what we could verify from public sources, so it may well offer desktop or mobile clients we have not indexed.
Source: https://practifi.com
Can Practifi be self-hosted?
We have only confirmed a cloud / SaaS deployment for Practifi, so it appears to be vendor-hosted. If a self-hosted option exists we have not found it documented publicly.
Source: https://practifi.com
What security certifications does Practifi have?
We have independently confirmed SOC 2, ISO 27001 and GDPR for Practifi. Certifications we do not list are ones we have not been able to verify from public sources, which is not the same as Practifi not holding them. Always confirm compliance directly before you rely on it.
Where is Practifi available?
Practifi is available in Australia and the United States. The vendor is headquartered in Australia.
Source: https://practifi.com
Practifi alternatives
Other wealth management we track, ranked by the same independent score.
- WealthboxClient relationship management platform designed for financial advisory firms with integrated AI capabilitiesmedium · 57%
- MoneyGuideProComprehensive financial planning platform for advisors to scale their planning serviceslow · 14%
- Orion Advisor TechFocus on advisory work rather than managing complex technology infrastructurelow · 13%
- AddeparConsolidate fragmented financial data across your firm and leverage AI-powered analytics to manage complex portfolios and automate key workflowslow · 8%
- VestmarkPortfolio management platform designed for scaling wealth management operationslow · 8%
- eMoney AdvisorCentralized financial planning platform for advisors to serve clients at every stage of their financial journeylow · 14%
Compare Practifi
Side by side against other wealth management, attribute by attribute, with a source on every value.
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Practifi, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Capabilities | 67 | 0.04 | 2.9 | ✓ |
| Security posture | 70 | 0.04 | 2.9 | ✓ |
| Integrations | 9 | 0.05 | 0.4 | ✓ |
| Price level | 0 | 0.10 | 0.0 | - |
| Reliability | 0 | 0.06 | 0.0 | - |
| Pricing transparency | 0 | 0.09 | 0.0 | ✓ |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 5 items | mediumsource · 2026-09-10 · 65% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Iso 27001, Aum fee calculation and direct billing push, Schwab fidelity pershing custodial data sync, Sec finra compliant email and document archiving | mediumsource · 2026-10-05 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 1 | mediumsource · 2026-10-05 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | HqCountry: AU · PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | highsource · 2026-09-07 · 75% |
Pricing
Security
| Attribute | Value | Evidence |
|---|---|---|
| Certifications | SOC 2, SOC 1, SOC 3, ISO 27001, FedRAMP High | mediumsource · 2026-09-07 · 60% |
| Fedramp | Yes | highsource · 2026-10-05 · 75% |
| Gdpr | Yes | highsource · 2026-10-05 · 75% |
| Iso27001 | Yes | highsource · 2026-10-05 · 75% |
| Soc2 | Yes | highsource · 2026-10-05 · 75% |
| Trust center | https://www.practifi.com/blog/compliance-built-in/ | mediumsource · 2026-10-05 · 60% |
Is Practifi the right choice for you?
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