Published price
$135 / month
user
PractiFI
practifi.comCRM
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Claim this companyThe only intelligent CRM company that meets wealth management firms where they are in their AI adoption journey.
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Plans and offers
Published price
$195 / month
user
Listed prices may exclude taxes, add-ons, usage charges or temporary discounts. Check the company’s pricing page before purchasing.
Product overview
The only intelligent CRM company that meets wealth management firms where they are in their AI adoption journey.
- Category
- CRM
- Launched
- Not verified
- Access
- Not verified
- License
- Not verified
Features
- AI agents
- AI briefings
- Client records
- Email synchronization
- Meeting notetaking
- Project management
- Reporting
- Workflow automation
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