Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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