at Financial Technnology Year
This content is provided by FinTechBenchmarker.com who are responsible for the content. Please contact them if you have any questions.
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.
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 like this ...
Client Data Management
(0 Yes /0 Known /12 Possible features)
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
.
Compliance & Security
(0 Yes /0 Known /11 Possible features)
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
.
Workflow Automation & Task Management
(0 Yes /0 Known /11 Possible features)
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
.
Communication & Engagement
(0 Yes /0 Known /11 Possible features)
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
.
Reporting & Analytics
(0 Yes /0 Known /10 Possible features)
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
.
Integration & API
(0 Yes /0 Known /10 Possible features)
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
.
Onboarding & Client Portal
(0 Yes /0 Known /10 Possible features)
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 & Accessibility
(0 Yes /0 Known /10 Possible features)
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
.
Performance & Scalability
(0 Yes /0 Known /10 Possible features)
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
.
User Experience & Customization
(0 Yes /0 Known /10 Possible features)
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
.
Support & Vendor Reliability
(0 Yes /0 Known /10 Possible features)
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
.
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 like this ...
User Management & Access Control
(0 Yes /0 Known /10 Possible features)
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
.
Workflow Automation & Customization
(0 Yes /0 Known /11 Possible features)
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
.
Client Communication & Collaboration
(0 Yes /0 Known /10 Possible features)
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
.
Integration & Interoperability
(0 Yes /0 Known /10 Possible features)
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
.
Compliance, Audit, & Security
(0 Yes /0 Known /10 Possible features)
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
.
Task & Case Management
(0 Yes /0 Known /10 Possible features)
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
.
Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
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
.
Usability & User Experience
(0 Yes /0 Known /10 Possible features)
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
.
Configuration & Maintainability
(0 Yes /0 Known /10 Possible features)
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
.
Scalability & Performance
(0 Yes /0 Known /10 Possible features)
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
.
Support & Ecosystem
(0 Yes /0 Known /10 Possible features)
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
.
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.