Practifi from Practifi

Comprehensive business management platform with client relationship management, team collaboration tools, workflow automation, compliance support, data analytics, and client segmentation. Provides a holistic view of the advisory business with industry-specific data models and integrations.

Is this your product?

More about Practifi

Product analysis by function

Client Relationship Management (CRM) Systems for Wealth Management

Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
More Client Relationship Management (CRM) Systems More Wealth Management ...

Client Data Management
(0 Yes /0 Known /12 Possible features)

Compliance & Security
(0 Yes /0 Known /11 Possible features)

Workflow Automation & Task Management
(0 Yes /0 Known /11 Possible features)

Communication & Engagement
(0 Yes /0 Known /11 Possible features)

Reporting & Analytics
(0 Yes /0 Known /10 Possible features)

Integration & API
(0 Yes /0 Known /10 Possible features)

Onboarding & Client Portal
(0 Yes /0 Known /10 Possible features)

Mobile & Accessibility
(0 Yes /0 Known /10 Possible features)

Performance & Scalability
(0 Yes /0 Known /10 Possible features)

User Experience & Customization
(0 Yes /0 Known /10 Possible features)

Support & Vendor Reliability
(0 Yes /0 Known /10 Possible features)

Workflow Management Systems for Client Service and Operations

Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
More Workflow Management Systems More Client Service and Operations ...

User Management & Access Control
(0 Yes /0 Known /10 Possible features)

Workflow Automation & Customization
(0 Yes /0 Known /11 Possible features)

Client Communication & Collaboration
(0 Yes /0 Known /10 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

Compliance, Audit, & Security
(0 Yes /0 Known /10 Possible features)

Task & Case Management
(0 Yes /0 Known /10 Possible features)

Analytics & Reporting
(0 Yes /0 Known /10 Possible features)

Usability & User Experience
(0 Yes /0 Known /10 Possible features)

Configuration & Maintainability
(0 Yes /0 Known /10 Possible features)

Scalability & Performance
(0 Yes /0 Known /10 Possible features)

Support & Ecosystem
(0 Yes /0 Known /10 Possible features)

Compare

This data was generated by an AI system. Please check with the supplier. While you are talking to them, remind them that they need to update their entry.

Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email.		No information available
Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.).		No information available
Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices.		No information available
Data Validation Automated checks to ensure accuracy and completeness of client data.		No information available
Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria.		No information available
Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV).		No information available
Data Encryption Secure encryption of client data both at rest and in transit.		No information available
Duplicate Detection Automatic identification and handling of duplicate client records.		No information available
Timestamped Records Automatic recording of when client data is added or modified.		No information available
Record Capacity The maximum number of client records the CRM can manage efficiently.		No information available
Data Retention Policies Customizable rules for data retention and deletion based on regulations.		No information available
Data Backup Frequency How often client data is backed up.		No information available

Audit Trail Maintain a timestamped log of system and user actions for all client records.		No information available
Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access.		No information available
Two-Factor Authentication System supports 2FA for user login to enhance security.		No information available
GDPR/CCPA Compliance Features to support compliance with global data privacy regulations.		No information available
Automated Regulatory Reports Automated generation of regulatory compliance reports.		No information available
KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML).		No information available
Access Log Retention Length of time access logs are stored.		No information available
Encryption Standards Implementation of industry-standard encryption (e.g., AES-256).		No information available
Data Masking Sensitive information is masked from non-authorized users.		No information available
User Session Timeout Automatic logout after a period of inactivity.		No information available
IP Whitelisting Restrict platform access to specified IP addresses.		No information available

Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules.		No information available
Task Templates Predefined templates for common processes (onboarding, reviews, etc.).		No information available
Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines.		No information available
Approval Workflows Built-in workflows for approval processes (e.g., compliance checks).		No information available
Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google).		No information available
Workflow Customization Users can define custom workflows suitable for specific advisory business processes.		No information available
Task Tracking Track task progress, completion, and assignment status in real-time.		No information available
Task Notification Methods Multiple notification channels supported (email, SMS, in-app).		No information available
Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently.		No information available
Recurring Tasks Support for scheduling automatic recurring tasks.		No information available
Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking.		No information available

Email Integration Send and receive client emails from within the CRM.		No information available
SMS Messaging Ability to send SMS notifications and messages to clients.		No information available
Call Logging Record call notes and attach to client records.		No information available
Meeting Scheduling Integrated tools to schedule meetings and send calendar invites.		No information available
Marketing Automation Create and automate personalized email and marketing campaigns.		No information available
Document E-signature Facilitate secure electronic document signing within the platform.		No information available
Engagement Analytics Track and report on all client interactions to analyze engagement.		No information available
Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter).		No information available
Communication Archiving Retention and searchability of all historical communications.		No information available
Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.).		No information available
Communication Templates Pre-defined and customizable templates for rapid communication.		No information available

Customizable Dashboard Configurable dashboards that display key data and KPIs.		No information available
Report Builder Interactive tools to design, customize, and generate reports.		No information available
Pre-built Report Library Access to a repository of standard financial/advisory reports.		No information available
Visual Analytics Charts, graphs, and data visualization tools for insights.		No information available
Export Reports Export report data to PDF, Excel, CSV, etc.		No information available
Automated Report Scheduling Automatic generation and delivery of reports at set intervals.		No information available
Real-Time Data Updates Reports are refreshed with live data.		No information available
Drill-down Analysis Ability to drill down from summary to detailed views in reports.		No information available
Custom Metric Tracking Track and analyze key metrics unique to the advisory firm.		No information available
Report Retention Period How long generated reports are stored and accessible.		No information available

Portfolio Management System Integration Direct integration with third-party portfolio management tools.		No information available
Email/Calendar Integration Synchronize with major email and calendar providers.		No information available
APIs for Customization Robust APIs for custom integrations with internal or third-party tools.		No information available
Webhooks Support Support for webhooks to react to real-time data and events.		No information available
Data Import/Export APIs APIs for bulk data migration in/out of the CRM.		No information available
Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT.		No information available
Open Banking Integration Support for connecting transaction data via Open Banking APIs.		No information available
e-Signature Integration Pre-built integrations with digital signature platforms.		No information available
Integration Capacity Number of simultaneous third-party integrations supported.		No information available
Integration Setup Time Average setup time for connecting a new integration.		No information available

Digital Onboarding Workflow Step-by-step guided onboarding process for new clients.		No information available
Online Form Support Create, share, and process digital forms for profile completion and KYC.		No information available
Client Portal Access Secure online portal for clients to access portfolios, documents, and communication.		No information available
Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items.		No information available
Portal Customization Ability to brand and customize the client portal experience.		No information available
Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal.		No information available
E-signature Within Portal Clients can sign and submit required forms digitally through the portal.		No information available
Portal Login Methods Supports multi-factor and/or social login to the portal.		No information available
Portal User Capacity Maximum number of concurrent client portal users.		No information available
Multilingual Support Portal available in multiple languages.		No information available

Mobile App Availability Dedicated mobile apps for iOS and Android devices.		No information available
Responsive Web Design Access CRM via mobile browsers with adaptive layouts.		No information available
Push Notifications Send real-time push notifications to mobile devices.		No information available
Offline Access Some CRM functions are available without an internet connection.		No information available
Screen Reader Compatibility Platform supports screen readers and accessibility tools.		No information available
Mobile Feature Parity Extent to which mobile features match desktop features.		No information available
Device Support Number of device operating systems/browsers supported.		No information available
Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level).		No information available
Gesture Support Supports touch, swipe, and gesture-based controls on mobile.		No information available
Mobile App Store Ratings Average user rating on major app stores.		No information available

Average Response Time Typical time for system to respond to user actions.		No information available
Uptime Guarantee Percentage of annual uptime guaranteed by SLA.		No information available
Concurrent User Support Number of users who can simultaneously interact with the system without performance loss.		No information available
Data Throughput Amount of data processed per second.		No information available
Database Scaling Support for scaling databases vertically or horizontally.		No information available
Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues.		No information available
Latency under Load System latency when processing maximum intended workload.		No information available
Geo-Distributed Hosting Option for geographically distributed server infrastructure.		No information available
Load Balancer Support Built-in load balancer or compatibility with external solutions.		No information available
Maximum Scalability Limit Estimated maximum users and records supported without significant redesign.		No information available

Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information.		No information available
Custom Dashboard Widgets Users can create and configure their dashboard widgets.		No information available
White Labeling Custom branding for both internal and client-facing modules.		No information available
Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users.		No information available
Multiple Language Support User interface is available in several languages.		No information available
Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs.		No information available
Theme Customization Choose or define custom color schemes and layouts.		No information available
Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features.		No information available
User Feedback Mechanism Built-in channels for users to provide feedback or request improvements.		No information available
User Training Time Average time required to train new users to proficiency.		No information available

24/7 Technical Support Access to technical support at all times.		No information available
Dedicated Account Manager Assignment of a specific support contact for each customer.		No information available
Knowledge Base Access Comprehensive, searchable documentation and FAQs.		No information available
Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA.		No information available
Product Roadmap Visibility Customers can view future product development plans.		No information available
Community Forum Peer-to-peer user community for advice and best practices.		No information available
Onboarding Assistance Hands-on help during implementation and data migration.		No information available
System Status Dashboard Real-time system health and incident reporting.		No information available
Multi-language Support Center Support assistance is available in different languages.		No information available
Average Support Response Time Typical time to first response from support.		No information available

Role-Based Access Control Ability to assign role-appropriate access and permissions across the system.		No information available
Single Sign-On (SSO) Integration Supports centralized authentication and access through an SSO platform.		No information available
Multi-factor Authentication Requires multiple methods of identity verification for system access.		No information available
User Activity Logging Tracks and records user actions and changes within the system.		No information available
Bulk User Management Allows for simultaneous creation, update, or deactivation of multiple users.		No information available
Permission Granularity Degree of specificity for setting permissions at object or field-level.		No information available
External User and Client Portal Provides secure, dedicated access for clients to view or update information.		No information available
Delegation & Proxy Access Supports temporary or delegated access by designated users.		No information available
Audit Trails Records all changes and access for compliance and review.		No information available
Automated Provisioning/De-provisioning Automates user onboarding and offboarding.		No information available

Dynamic Workflow Builder Drag-and-drop or configuration-based tool for creating and editing workflows.		No information available
Custom Task and Approval Routing Specify rules for routing tasks based on user, team, or process type.		No information available
Conditional Logic Support Workflows adapt based on conditions or data fields.		No information available
Task Assignment Automation Tasks are assigned automatically according to rules.		No information available
Reminders and Escalation Triggers Automatic reminders and escalation on overdue items.		No information available
Configurable Templates Predefined templates for common processes, customizable by users.		No information available
Parallel and Sequential Workflows Supports both concurrent and stepwise processes.		No information available
Workflow Versioning Allows management of multiple versions of a workflow.		No information available
Integration with External Triggers Can start workflows triggered by external events via APIs.		No information available
Pause and Resume Workflow Ability to stop and later resume a workflow instance.		No information available
Workflow Execution Capacity Number of workflow instances the system can handle in parallel.		No information available

Integrated Messaging Communicate with clients and team members within the platform.		No information available
Secure Document Sharing Upload and exchange sensitive documents with clients securely.		No information available
E-signature Integration Collect legally binding signatures through the system.		No information available
Automated Client Notifications Automate status updates and alerts to clients during workflows.		No information available
Activity Timeline/History Centralized tracking of all client communications and interactions.		No information available
Document Collaboration Allow clients and team to comment or edit shared files.		No information available
Video/Voice Conferencing Integration Integration with major conferencing platforms for live meetings.		No information available
Client Notification Delivery Methods Number of client notification channels (SMS, email, app push).		No information available
Client Response Tracking Track client acknowledgement or responses to notifications.		No information available
Portal Custom Branding Customize client portal appearance for corporate branding.		No information available

Open API Supports robust APIs for data ingress and egress.		No information available
CRM Integration Natively connects or easily integrates with common CRM platforms.		No information available
Core Banking/Portfolio Integration Integrates with core banking or financial data sources.		No information available
Document Management Integration Connect to third-party document management systems (DMS).		No information available
Calendar & Email Integration Syncs with calendars and email clients (e.g. Outlook, Gmail).		No information available
Batch Import/Export Bulk import/export of data to diverse formats.		No information available
Webhooks Support Provides webhook endpoints for real-time updates.		No information available
Pre-built Integration Connectors Number of out-of-the-box integrations supported.		No information available
Custom Integration Tools Toolkits or modules for building unique integrations.		No information available
Data Synchronization Frequency How frequently the system can synchronize with other data sources.		No information available

Regulatory Compliance Frameworks Built-in support for financial industry regs (SEC, FINRA, GDPR, etc).		No information available
Data Encryption (in transit & at rest) Encrypts client and workflow data at all stages.		No information available
Comprehensive Audit Logs Full audit logs of user and system activities.		No information available
Automated Compliance Checks Workflows can trigger compliance or risk alerts automatically.		No information available
Data Retention Policy Engine Configurable rules for data retention and deletion.		No information available
Privacy and Consent Management Capture and manage regulatory consents from clients.		No information available
Access Timeouts and Lockouts Automatic user session timeouts and lockouts for inactivity.		No information available
Incident Response Tracking Built-in workflows for managing and reporting security incidents.		No information available
Third-Party Security Certifications System is certified against SOC2, ISO27001, or similar.		No information available
Penetration Test Frequency Number of external penetration security tests per year.		No information available

Case Tracking Full lifecycle management for client requests and service cases.		No information available
Priority Levels Supports configurable priority status per task or case.		No information available
Automated Case Assignment Automatically route tasks/cases to the right personnel.		No information available
SLA Management Ensures service level agreements can be set, tracked, and reported.		No information available
Progress Tracking Track status and completion % for all cases/tasks.		No information available
Bulk Task Updates Permits updating the status of multiple tasks simultaneously.		No information available
Customizable Case Fields Allow firms to define fields specific to their processes.		No information available
Case Queues Support for creating service, specialist, and escalation queues.		No information available
Linked Cases or Subtasks Relate cases to projects, parent tasks, or dependencies.		No information available
Concurrent Task Capacity Max number of tasks and cases system can manage in parallel.		No information available

Real-Time Dashboards Customizable dashboards showing live metrics.		No information available
Report Scheduler Automated, periodic report generation & delivery.		No information available
Custom Report Builder Users can design and save custom reports.		No information available
Exportable Reports Download or email reports in common formats (PDF, XLS, CSV).		No information available
Data Visualization Library Charts, graphs, and widgets for exploring data.		No information available
Drill-down Capability Analyze metrics at increasing levels of detail.		No information available
Productivity Tracking System metrics on throughput, delay, and bottlenecks.		No information available
Compliance Reporting Templates Prebuilt reports for regulatory and compliance standards.		No information available
Data Retention for Analytics Duration of historical analytics data available.		No information available
API Access to Analytics Data Allows access to workflow analytics data via APIs.		No information available

Modern User Interface Responsive, clean, and easy-to-use web interface.		No information available
Mobile Access Native or mobile-optimized app for on-the-go workflow management.		No information available
Personalized Dashboards Users can tailor dashboards to their preferences.		No information available
Bulk Editing Tools Make changes to multiple items simultaneously.		No information available
Onboarding & Guided Tours Step-by-step guides for training new users.		No information available
Global Search Functionality Quick search across workflows, clients, cases, and documents.		No information available
Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG 2.1).		No information available
Contextual Help & Tooltips Inline documentation and help for features.		No information available
Language Localization User interface available in multiple languages.		No information available
User Interface Response Time Speed with which the user interface responds to actions.		No information available

No-code/Low-code Customization Business users can configure fields, rules, and flows without coding.		No information available
Configuration Version Control Track changes to workflow configurations and rollback if needed.		No information available
Sandbox/Testing Environments Safe environment for testing configurations before deployment.		No information available
Automated Updates Receive and apply version updates automatically.		No information available
Custom Fields and Forms Add and configure user-defined fields and forms.		No information available
Scriptable Business Logic Ability to define custom scripts or business rules (e.g., via JavaScript, Python).		No information available
Integration Test Tools Built-in tools for testing integrations before production rollout.		No information available
Configuration Documentation Automatically generate or update system configuration documentation.		No information available
Automated Backup Scheduling Configure regular backups of system and configuration data.		No information available
Rolling Back Failed Deployments Undo unsuccessful configuration or workflow deployments.		No information available

Cloud-Native Architecture Supports elastic scaling and high availability.		No information available
Load Balancing Distributes user and task load for consistent performance.		No information available
Performance Monitoring Tools Built-in tools for monitoring resource utilization and performance.		No information available
Data Storage Capacity Maximum volume of data the system can store and manage.		No information available
Concurrent User Support Number of simultaneous users the system can support without degradation.		No information available
Disaster Recovery RTO Recovery time objective; how quickly the system can recover from failure.		No information available
Uptime SLA Guaranteed system uptime percentage, as per service level agreement.		No information available
Geographical Redundancy Ability to run across multiple data centers/regions for resilience.		No information available
Auto-Scaling Capabilities Automatically adjusts resources based on demand.		No information available
Transaction Throughput Maximum number of transactions processed per second.		No information available

24/7 Support Availability Round-the-clock helpdesk or technical support.		No information available
In-app Knowledge Base Library of articles, guides, and FAQs accessible within the platform.		No information available
Community Forums Access to peer support and product community spaces.		No information available
Onboarding Training Services Formal training and onboarding support for new clients.		No information available
Professional Services Network Availability of consulting, integration, and customization partners.		No information available
Developer Documentation Comprehensive technical documentation for extensibility.		No information available
Marketplace of Extensions Central hub for certified integrations, plugins, and add-ons.		No information available
User Feedback Mechanism Easy way for users to submit feedback or feature requests.		No information available
Release Notes & Communication Regular communication on updates, bug fixes, and features.		No information available
On-site Support Time Availability of on-site support, measured in hours per year.		No information available

Practifi from Practifi

Product analysis by function

Client Relationship Management (CRM) Systems for Wealth Management

Client Data Management (0 Yes /0 Known /12 Possible features)

Compliance & Security (0 Yes /0 Known /11 Possible features)

Workflow Automation & Task Management (0 Yes /0 Known /11 Possible features)

Communication & Engagement (0 Yes /0 Known /11 Possible features)

Reporting & Analytics (0 Yes /0 Known /10 Possible features)

Integration & API (0 Yes /0 Known /10 Possible features)

Onboarding & Client Portal (0 Yes /0 Known /10 Possible features)

Mobile & Accessibility (0 Yes /0 Known /10 Possible features)

Performance & Scalability (0 Yes /0 Known /10 Possible features)

User Experience & Customization (0 Yes /0 Known /10 Possible features)

Support & Vendor Reliability (0 Yes /0 Known /10 Possible features)

Workflow Management Systems for Client Service and Operations

User Management & Access Control (0 Yes /0 Known /10 Possible features)

Workflow Automation & Customization (0 Yes /0 Known /11 Possible features)

Client Communication & Collaboration (0 Yes /0 Known /10 Possible features)

Integration & Interoperability (0 Yes /0 Known /10 Possible features)

Compliance, Audit, & Security (0 Yes /0 Known /10 Possible features)

Task & Case Management (0 Yes /0 Known /10 Possible features)

Analytics & Reporting (0 Yes /0 Known /10 Possible features)

Usability & User Experience (0 Yes /0 Known /10 Possible features)

Configuration & Maintainability (0 Yes /0 Known /10 Possible features)

Scalability & Performance (0 Yes /0 Known /10 Possible features)

Support & Ecosystem (0 Yes /0 Known /10 Possible features)