Practifi Alternatives (September 2025)

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

Meet the Salesforce Platform and discover the power we put into every Salesforce app.

Deliver the best customer experience with a single CRM tool for Sales, Customer Service, Marketing, Commerce & IT. Try it now for 30 days!

Deliver the best customer experience with a single CRM tool for Sales, Customer Service, Marketing, Commerce & IT. Try it now for 30 days!

Deliver the best customer experience with a single CRM tool for Sales, Customer Service, Marketing, Commerce & IT. Try it now for 30 days!

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

Salesforce partner relationship & channel sales management is a solution to help improve partner relationships by sharing sales leads and expertise.

Grow your AUM, streamline client engagement, and protect your firm

An all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

Strengthen your market position with Solifi’s open finance platform, which scales to meet your business needs as you grow.

Streamline the loan origination process and deliver beautiful borrower experiences with Floify, the leading mortgage point-of-sale platform for brokers, IMBs, banks, and credit unions.

Morningstar Direct is a comprehensive investment platform that helps asset and wealth managers build their assets and manage their portfolios.

Global provider of software for the alternative investments ecosystem - private equity and hedge funds, funds of funds and institutional investors.

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

Agora is an all-in-one real estate investment management software that accelerates fundraising, fosters investor relations, and optimizes efficiency.

Equisoft/analyze helps effectively compare investment products, design suitable portfolios & create powerful proposals & presentations. Ideal for advisors, small firms, larger enterprises & fund companies.

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

Explore AlternativeSoft, a leading alternative investment analytics platform. Optimize portfolios with powerful risk management software and analysis tools.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

Learn how the #1 CRM for financial services, Financial Services Cloud, can grow relationships, reduce cost to serve, and deliver personalized insights at scale.

We automate functions like pricing, hedging, trading, and social media for mortgage brokers. Actionable data bolsters operational and competitive strategies.

Zapflow is the all in one solution for investment professional working in venture capital, private equity and alternative investments.

Learn how field service management software can boost productivity for your front-line workforce, lower operating costs, and transform your service experience.

FIS® Investment Operations Suite - Multi-asset Edition services the full liquidity spectrum across traditional and digital asset classes.

Get analytics for CRM, built in Salesforce, and take action with visual analytics, AI-powered predictions, and out-of-the-box dashboards and KPIs.

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

Unifiez et fiabilisez vos données clients à chaque point de contact ou directement depuis votre CRM avec les solutions DQE.

Transform your financial institution with the innovative nCino platform—built by bankers for bankers.

Symphony is the most secure and compliant markets’ infrastructure and technology platform, where solutions are built or integrated to standardize, automate and innovate financial services workflows. It is a vibrant community of over half a million financial professionals with a trusted directory and serves over 1000 institutions. Symphony is powering over 2,000 community built applications and bots.

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

Discover Vestberry, a trusted source of insight for successful data-driven investment strategies. Investment transaction tracking. Portfolio KPI collection. LP...

Go further with core banking software designed to enable financial institutions to rapidly launch new products and scale securely with ease.

Our powerful, no-code platform designed for big data analysis, enabling anyone to effortlessly explore and analyze vast datasets via a user-friendly, spreadsheet-like interface. Gigasheet supports a wide variety of data sources from CSV, XLSX, and JSON to popular CRMs, data warehouses, and cloud data stores.

Improve your margins, strengthen compliance, enhance your customer experience, and accelerate your growth. Consolidate your FX team, workflows, and customers into a single digital platform built by world class engineers with deep domain expertise.

eFront is the go-to solution suite for alternative investment professionals. Find an alternative investment solution here with eFront.

SimpliContract is the industry's most capable AI-first CLM platform, purpose-built for enterprises' legal, sales, and procurement teams. Learn more now.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

Inselligence is a platform with all the tools you need to manage sales based on forecasts, data analysis and powerful insights.

How your nonprofit can use Nonprofit Cloud to make more impact.

Raise capital, manage complex waterfall distributions and secure investor commitments with ease. From accreditation to commitment, distributing and receiving funds, InvestNext’s integrated platform streamlines your entire syndication process.

Jungo is the best mortgage CRM for Salesforce. Pipeline management, referral tracking, LOS & POS integrations, & marketing automation, all in one platform.

We consolidate data from any front or back-office systems you use on a daily basis and seamlessly fit into you investment decision process

Create, edit, and track your sales activities from your inbox. Stay focused on your goals with customer and prospect data where you work.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

A diligence technology for the asset management industry, with 70,000 fund managers, service providers, and allocator users across the world

Affinity's helps dealmakers find and close more deals with relationship intelligence, automation, data enrichment, and AI. Reduce data entry and become more data-driven.

Learn how Health Cloud seamlessly connects systems and organizes data in a meaningful way to scale 1-to-1 engagement with every stakeholder.

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

Intelligent cloud based VOIP call recording software & speech analytics solutions for any business. Compatible with a range of CRMs & telephony systems.

3CLogic transforms CX and EX with globally available AI and contact center solutions, built to enhance CRM and Customer Service Management platforms.

Master the private capital markets with the most intelligent investment data available.

Seamlessly connect your Salesforce CRM with Slack to accelerate collaboration and drive productivity. Bring together people, tools, and data in a single AI-powered platform.

Cloud-based loan origination software. Lenderfit is an intuitive, mobile friendly, application platform.

Transform your data management with AcuitySpark from Visionet Systems. Discover how our advanced AI-driven solution enhances data integration, insights, and decision-making to drive your business forward with precision and efficiency.

Comprehensive customer advocacy technology for recruiting, data maintenance, customer reference lead generation, customer rewards and metrics.

Unify all enterprise systems with Neurored TMS & SCM, integrating niche logistics technologies into Salesforce for unmatched logistical excellence.

Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step.

Discover how you can increase forecasting accuracy, improve sales coaching, and gain deeper pipeline visibility with Xactly Forecasting.

Get your digital sales needs covered with ease in our all-in-one software! Sign up for your free account today and close deals faster.

The Most Advanced Platform for Embedding Financial Products Accelerate Financial Product Innovation with Productfy

Premier provider of flexible, cloud-based Private Equity Software for Fund Managers. Unleash the power of your relationships and data.

Your business means much to so many. Optimize it with Trella Health's healthcare data-driven analytics solutions. Leverage data today!

Pepper

A professional services automation (PSA) solution integrating with HubSpot, Salesforce and Microsoft Dynamics. Featuring project management, task management, time tracking, and invoicing.

The modern, affordable CRM teams love. Sell smarter, grow faster and build lasting customer relationships. Watch a demo-on-demand now.

Sales force automation enables you to grow your accounts, find new customers, and close deals faster, from anywhere. Learn how Sales Cloud can help.

Receive an average of $813 in savings and operational improvement per loan. See why lenders across the industry trust our Encompass® Digital Mortgage Software to help them originate more loans, lower costs, reduce time to close, and make smarter decisions.

AI-powered Sales Enablement and Sales Execution platform leveraging Salesforce CRM and seamlessly integrating with all your GTM data and applications.

The most comprehensive and easiest-to-use Sales Analytics software and Data Science services for B2B sales, powered by Artificial Intelligence

9fin is a leading provider of debt market intelligence and offers everything you need to analyse a credit, or win a mandate in one AI-powered platform

Optimize your task management and automate processes with TrackVia's custom apps. Streamline operations and gain real-time insights.

Postalytics® is direct mail automation software that sends personalized direct mail from your CRM and analyzes delivery & response.

Formerly PipelineDeals. Sales CRM software and pipeline management system that is fast and easy to set-up. Awesome features. Try for free.

Proven Platform helps VC and PE firms to make vendor selection easy for portfolio companies.

Easily organize and discover your content. Share securely with customers, get real time insights and automate processes

End-to-end pricing and profitability management enables banks and mortgage lenders to achieve customer-centric pricing via granular insights and actionable analytics.

Capture and leverage buying committee data with Nektar.ai. The only scalable solution to enhance reporting in Salesforce and Snowflake, empowering data-driven decisions at every business.

A comprehensive portfolio management and accounting platform for Family Offices

Fullcast empowers leading SaaS companies to plan, execute, and analyze their GTM strategy and execute against it all with a single click.

All-in-one innovative investment management software that works for every real estate investment firm. Sensr Portal is your daily hub to modernize the investor experience, fund deals faster, save time and reduce errors.

Empower your workforce with Celigo's next-gen integration platform. It unifies all your apps and data—so you can automate and optimize every business process.

CRM for Investment Bankers to manage deals, opportunities, contacts and much more. Get up to date status on current deals and opportunities.

Synatic is a unified platform that enables your business to integrate and automate systems and services without sacrificing enterprise features and security.

SaaS platform and API for client acquisition, compliance screening and relationship management. Customer Lifecycle Intelligence by FullCircl.

Marketing Cloud Account Engagement is a B2B marketing automation platform that helps you drive efficient growth with marketing and sales alignment.

Connect processes, people and technologies in a single digital business transformation platform. Deliver first results in 4-weeks and accelerate business development.

Salesforce-native duplicate control. Trusted by 17,000+ orgs. Automate deduping, empower end-users & customize actions. Start for free, no credit card.

Designed specifically for today's Partnership Teams, recruit, onboard, engage, track, and reward your partners using a single and easy-to-use platform.

Unlock the full potential of your data with our enterprise data integration platform. Streamline data management and access to insights.

Outfunnel is a sales and marketing workflow platform that combines data from different tools to help you score your leads and plan the next actions. Works with Pipedrive, Copper, HubSpot, Salesforce.

Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.

Our platform improves net operating income across the world’s most successful CRE portfolios. Managing 2.5 billion square feet. Get a free demo!

Covercy is the first real estate investment management software that combines banking with investment management.