---
description: Learn more about Practifi price, benefits, and disadvantages for businesses in Australia. Read reviews from verified users and discover similar tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Practifi Cost & Reviews - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Practifi](/software/178120/practifi)

# Practifi

Canonical: https://www.capterra.com.au/software/178120/practifi

> Cloud-based CRM and business management platform for wealth management firms, covering client data, pipeline, and compliance.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses Practifi?

Wealth management firms of all sizes, including RIAs, IFAs, IBDs, and multi-family offices, across the US, Canada, and Australia.

## About the vendor

- **Company**: Practifi
- **Founded**: 2013

## Commercial Context

- **Starting Price**: USD 120.00
- **Pricing model**: Per User
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, New Zealand, United Kingdom, United States

## Features

- Activity Dashboard
- Alerts/Notifications
- Campaign Management
- Client Management
- Contact Management
- Customer Database
- Data Import/Export
- Document Management
- Document Storage
- Email Management
- For Financial Institutions
- Interaction Tracking
- Lead Management
- Marketing Automation
- Mobile Access
- Pipeline Management
- Reporting/Analytics
- Sales Pipeline Management
- Segmentation
- Task Management
- Workflow Management

## Integrations (3 total)

- Envestnet | Tamarac
- Netwrix Platform Governance
- Zocks

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [CRM Software](https://www.capterra.com.au/directory/2/customer-relationship-management/software)

## Related Categories

- [CRM Software](https://www.capterra.com.au/directory/2/customer-relationship-management/software)
- [Financial CRM Software](https://www.capterra.com.au/directory/30562/financial-crm/software)

## Alternatives

1. [monday.com AI Work Platform](https://www.capterra.com.au/software/147657/monday-com) — 4.6/5 (6111 reviews)
2. [monday CRM](https://www.capterra.com.au/software/1024614/monday-crm) — 4.7/5 (466 reviews)
3. [EngageBay CRM](https://www.capterra.com.au/software/178819/engagebay-marketing) — 4.6/5 (910 reviews)
4. [Less Annoying CRM](https://www.capterra.com.au/software/118921/less-annoying-crm) — 4.8/5 (657 reviews)
5. [Sage Intacct](https://www.capterra.com.au/software/76/intacct) — 4.3/5 (716 reviews)

## Links

- [View on Capterra](https://www.capterra.com.au/software/178120/practifi)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/178120/practifi> |
| de-AT | <https://www.capterra.at/software/178120/practifi> |
| de-CH | <https://www.capterra.ch/software/178120/practifi> |
| en | <https://www.capterra.com/p/178120/PractiFI/> |
| en-AE | <https://www.capterra.ae/software/178120/practifi> |
| en-AU | <https://www.capterra.com.au/software/178120/practifi> |
| en-CA | <https://www.capterra.ca/software/178120/practifi> |
| en-GB | <https://www.capterra.co.uk/software/178120/practifi> |
| en-IE | <https://www.capterra.ie/software/178120/practifi> |
| en-IL | <https://www.capterra.co.il/software/178120/practifi> |
| en-IN | <https://www.capterra.in/software/178120/practifi> |
| en-NZ | <https://www.capterra.co.nz/software/178120/practifi> |
| en-SG | <https://www.capterra.com.sg/software/178120/practifi> |
| en-ZA | <https://www.capterra.co.za/software/178120/practifi> |

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