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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Practifi serves as a performance optimization platform that converts data into actionable insights and excellence on a large scale. We empower wealth management firms to surpass the limitations of conventional CRMs and explore new possibilities. In contrast to traditional CRM systems, Practifi integrates your team, data, and top-tier tools, providing the visibility and oversight essential for propelling your organization forward. Our enterprise workflow engine, open API, and comprehensive analytics consolidate data sources, enhancing both actions and insights. Acknowledged as one of the leading platforms in the industry, Practifi has received numerous accolades for our innovative features and intelligent platform design. We view partnership as a commitment that extends beyond merely addressing issues as they arise. Our dedicated team collaborates closely with clients to tackle their challenges, or even create solutions if they are not readily available, ensuring that we meet their evolving needs effectively.

Description

Seeds is an innovative investment management platform designed specifically for registered investment advisors (RIAs) that prioritizes a human-centered approach. It empowers advisors to gain a comprehensive understanding of their clients' objectives, values, and risk tolerance through an organized onboarding process and advanced risk evaluation tools. With Seeds, advisors can efficiently create and assess tailored, values-driven portfolios, produce polished proposals, execute strategies, and share insightful analyses, all within a cohesive digital framework. The platform enhances operational efficiency by simplifying client onboarding, automating portfolio management, and relieving advisors of tedious tasks, allowing them to dedicate more time to meaningful interactions with clients. Established by seasoned financial advisors, Seeds is transforming the landscape of wealth management by integrating powerful investment capabilities with seamless workflows and a client-focused, empathetic approach. This ensures that advisors can truly align their services with the unique needs of each client they serve.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Addepar Yes 
CircleBlack Yes 
MoneyGuide Yes 
Wufoo Yes 
Zocks Yes 

Integrations

Addepar No 
CircleBlack No 
MoneyGuide No 
Wufoo No 
Zocks No 

Pricing Details

$80 per user per month
Billed annually
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Practifi

Founded

2013

Country

Australia

Website

practifi.com

Vendor Details

Company Name

Seeds

Founded

2019

Country

United States

Website

useseeds.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Product Features

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