Practifi

Intelligent Wealth CRM

Free · Designed for iPad. Not verified for macOS.

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.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

The developer, Practifi, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Practifi, Inc
Size
  • 28.2 MB
Category
  • Business
Compatibility
Requires iOS 17.0 or later.
  • iPhone
    Requires iOS 17.0 or later.
  • iPad
    Requires iPadOS 17.0 or later.
  • Mac
    Requires macOS 14.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Practifi, Inc
  • Developer Website
  • Privacy Policy