Practifi

Your intelligent CRM companion for client meetings. Record conversations, get transcripts and summaries, review client briefings, and never miss a follow-up.

Practifi on mobile. The intelligent companion to your wealth management CRM, built for the advisor meeting workflow.

MEETING PREPARATION Walk into every client meeting fully prepared. Smart Notes pull together your CRM data, prior meeting notes, open action items, and relationship history into a complete client briefing on the meeting detail screen. Everything you need to know about your client, in one place, without the legwork.

IN-PERSON MEETING RECORDING Tap record, set your phone on the table, and focus on the conversation. Every in-person meeting produces a full transcript, a summary, key topics, and follow-up suggestions. The meeting intelligence your virtual meetings already get, now in every face-to-face conversation.

SUMMARIES & FOLLOW-UPS Browse upcoming and recent meetings organized by day. Search, filter, and find any meeting quickly. Review transcripts, summaries, and action items for completed meetings. Commitments made in conversation get captured and tracked, not forgotten.

BUILT FOR WEALTH MANAGEMENT Practifi isn't a generic CRM bolted onto mobile. It's built for financial advisors and wealth management professionals. Meeting prep, recording, follow-ups, and client context in one native app.

• Dark mode
• Native iOS experience
• Secure Salesforce authentication

Requires an active Practifi subscription with Meeting Intelligence. Connects to your firm's Practifi environment, internet connection required.