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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CRM solution for companies looking for a tool to manage their business operations

Audience

Wealth managers and professionals seeking a tool to improve their finance and private credit services

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$80 per user per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Practifi
Founded: 2013
Australia
practifi.com

Company Information

T-REX
United States
www.trexgroup.com

Alternatives

enVisual360

enVisual360

enSynergy Professional Services

Alternatives

Geneva

Geneva

SS&C Advent
iDEAL Wealth & Funds

iDEAL Wealth & Funds

Credence Analytics
NexJ CRM

NexJ CRM

NexJ Systems Inc.
SIMON

SIMON

SIMON Markets

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

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

Integrations

Addepar
CircleBlack
MoneyGuidePro
Wufoo
Zocks

Integrations

Addepar
CircleBlack
MoneyGuidePro
Wufoo
Zocks
Claim Practifi and update features and information
Claim Practifi and update features and information
Claim T-REX and update features and information
Claim T-REX and update features and information