Advicers.The community for financial advisors who care about their techJoin · $29/mo →
Companies / AdvisorTech / Client Meeting Support / Client Data Gathering / AI Assistants/Agents / CRM

Practifi

MCPWorks with AI assistants like Claude and ChatGPT. MCP docs ↗

Intelligent CRM Solutions for RIAs​.

Rating

No reviews yet.

Be the first to review
Explore SentirFounding sponsorVisit websiteLinkedIn
3 people on Advicer connected to this.
Demo video

See Practifi in action

Intelligent CRM Solutions for RIAs​.

Watch on YouTube ↗

Reviews

No one has reviewed Practifi yet.

Features

16 of 47 answered so far. Compare all AI Assistants/Agents tools → · Compare all Client Meeting Support tools → · Compare all CRM tools →

AI Assistants/Agents

Drafts emails · Writes client emails and replies for you to send
Not known yet
Meeting notes · Records meetings and writes the notes
✓ Yes · from their website (source)
Works in your CRM · Reads and updates records, notes and tasks in the CRM
Not known yet
Reads documents · Pulls data from statements, tax returns, estate documents and forms
Not known yet
Uses account data · Answers questions with live custodian or portfolio data
Not known yet
Client & prospect research · Researches clients and prospects before you meet
Not known yet
Planning analysis · Answers planning and tax questions about a client
Not known yet
Takes actions on its own · An agent: finishes multi-step tasks, not just answers
✓ Yes · from their website (source)
You approve before it acts · Nothing goes to a client or a system until you OK it
✓ Yes · from their website (source)
Build your own workflows · Set up your own prompts, agents or automations
Not known yet
Compliance review · Checks emails and content for compliance before they go out
Not known yet
Marketing content · Writes posts, newsletters and other marketing
Not known yet
Doesn't train on your data · Your and your clients' data isn't used to train AI models
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
✓ Yes · from their website (source)
MCP server · AI assistants like Claude and ChatGPT can use it
✓ Yes · from their website (source)

Client Meeting Support

AI meeting notes · Records the meeting and writes the notes and summary for you
✓ Yes · from their website (source)
Meeting prep · Builds an agenda or client brief before the meeting
✓ Yes · from their website (source)
Follow-up emails · Drafts the follow-up email to the client after the meeting
Not known yet
Action items & tasks · Pulls out the to-dos and creates tasks
Not known yet
Sends notes to your CRM · Notes, tasks and client details go straight into the CRM
Not known yet
Fills in client data · Updates client facts (family, accounts, goals) from what was said
Not known yet
In-person meetings · Works for meetings in your office, not just video calls
✓ Yes · from their website (source)
Phone calls · Records and summarizes phone calls
Not known yet
No bot in the meeting · Records without a bot joining the call as a guest
Not known yet
Custom note templates · Notes in your format, by meeting type
Not known yet
Compliance-ready notes · Flags compliance topics and keeps notes for books and records
Not known yet
Recordings not kept · Option to delete the audio once the notes are written
Not known yet
Multiple languages · Transcribes meetings in languages other than English
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
✓ Yes · from their website (source)
MCP server · AI assistants like Claude and ChatGPT can use it
✓ Yes · from their website (source)

CRM

AI assistant · Ask questions, draft emails or summarize clients inside the CRM
✓ Yes · from their website (source)
Meeting notetaker · Records, transcribes or summarizes client meetings
✓ Yes · from their website (source)
Workflow automation · Build multi-step workflows that run on their own
✓ Yes · from their website (source)
Email & calendar sync · Two-way sync with Outlook or Gmail
Not known yet
Texting · Text clients from the CRM, with archiving
Not known yet
Client portal · Clients log in to see documents, tasks or their data
Not known yet
E-signature · Built in, not only through an integration
Not known yet
Digital onboarding · New-client intake and account-opening workflows
Not known yet
Households · Group clients into households and relationships
Not known yet
Email marketing · Newsletters, drip campaigns or bulk email
Not known yet
Compliance archiving · Keeps email and texts for books-and-records rules
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
✓ Yes · from their website (source)
MCP server · AI assistants like Claude and ChatGPT can use it
✓ Yes · from their website (source)
Built on Salesforce · Runs inside Salesforce
✓ Yes · from their website (source)
Use Practifi? Say what it has and how it really works

Signed with your Advicer page. Features left at “—” stay as you last answered them.

Integrations

Listed on the vendors' websites, and what advisors who use both say. How's your Practifi ↔ ____ integration?

Zocks logoZocksNot rated yet · listed on their siteSnappy Kraken logoSnappy KrakenNot rated yet · listed on their siteVantage Point logoVantage PointNot rated yet · listed on their sitePulse360 (Shutting down Oct 2026) logoPulse360 (Shutting down Oct 2026)Not rated yet · listed on their sitePreciseFP logoPreciseFPNot rated yet · listed on their sitemili logomiliNot rated yet · listed on their siteFynancial logoFynancialNot rated yet · listed on their siteFinTurk logoFinTurkNot rated yet · listed on their siteMyRepChat logoMyRepChatNot rated yet · listed on their siteJiffyAI logoJiffyAINot rated yet · listed on their site

See all 21 →

News

All news →