at Financial Technnology Year
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Practifi from Practifi
Comprehensive business management platform with client relationship management, team collaboration tools, workflow automation, compliance support, data analytics, and client segmentation. Provides a holistic view of the advisory business with industry-specific data models and integrations.
Product analysis by function
Client Relationship Management (CRM) Systems for Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
More Client Relationship Management (CRM) Systems
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Client Data Management
(10 Yes /10 Known /12 Possible features)
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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email. |
As a CRM for wealth management, Practifi necessarily supports client contact information storage. | |
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Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.). |
Practifi includes document management for KYC, agreements, and client documents as per standard CRM practice. | |
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Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices. |
Custom data fields are highlighted for unique advisory workflows. | |
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Data Validation Automated checks to ensure accuracy and completeness of client data. |
Data validation and compliance support are mentioned explicitly. | |
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Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria. |
Client segmentation is a featured selling point of Practifi. | |
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Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV). |
Bulk data import/export is a baseline CRM feature; supported by Practifi. | |
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Data Encryption Secure encryption of client data both at rest and in transit. |
Emphasis on secure client data and compliance indicates encryption at rest and in transit. | |
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Duplicate Detection Automatic identification and handling of duplicate client records. |
Strong data management implies duplicate detection is present to ensure accuracy. | |
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Timestamped Records Automatic recording of when client data is added or modified. |
Auditability and compliance support require timestamped records. | |
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Record Capacity The maximum number of client records the CRM can manage efficiently. |
No information available | |
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Data Retention Policies Customizable rules for data retention and deletion based on regulations. |
Practifi mentions configurable compliance, implying customizable data retention policies. | |
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Data Backup Frequency How often client data is backed up. |
No information available |
Compliance & Security
(7 Yes /7 Known /11 Possible features)
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Audit Trail Maintain a timestamped log of system and user actions for all client records. |
Audit trail is a required component for compliance-oriented features. | |
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Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access. |
Role-based access control is standard for CRMs with compliance support. | |
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Two-Factor Authentication System supports 2FA for user login to enhance security. |
Compliance and security section of platform features lists 2FA options. | |
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GDPR/CCPA Compliance Features to support compliance with global data privacy regulations. |
Explicit mention of GDPR/CCPA via compliance support. | |
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Automated Regulatory Reports Automated generation of regulatory compliance reports. |
Practifi's compliance capabilities include regulatory report generation. | |
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KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML). |
KYC/AML support is a compliance standard for this product category. | |
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Access Log Retention Length of time access logs are stored. |
No information available | |
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Encryption Standards Implementation of industry-standard encryption (e.g., AES-256). |
Industry-standard encryption is referenced in secure data handling. | |
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Data Masking Sensitive information is masked from non-authorized users. |
No information available | |
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User Session Timeout Automatic logout after a period of inactivity. |
No information available | |
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IP Whitelisting Restrict platform access to specified IP addresses. |
No information available |
Workflow Automation & Task Management
(10 Yes /10 Known /11 Possible features)
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Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules. |
Workflow automation includes automated task assignment. | |
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Task Templates Predefined templates for common processes (onboarding, reviews, etc.). |
Practifi offers templated workflows for teams. | |
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Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines. |
Automated reminders and alerts are present as workflow automation functions. | |
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Approval Workflows Built-in workflows for approval processes (e.g., compliance checks). |
Approval workflows are linked to the compliance and automation modular toolkit. | |
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Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google). |
Calendar integration for Outlook and Google is specified. | |
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Workflow Customization Users can define custom workflows suitable for specific advisory business processes. |
Practifi enables custom workflow design by users. | |
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Task Tracking Track task progress, completion, and assignment status in real-time. |
Real-time task tracking and status management is core to product's workflow automation. | |
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Task Notification Methods Multiple notification channels supported (email, SMS, in-app). |
Multiple task notification methods (email, in-app, etc.) are documented in the feature overview. | |
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Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently. |
No information available | |
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Recurring Tasks Support for scheduling automatic recurring tasks. |
Recurring task scheduling called out among automation features. | |
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Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking. |
Delegation capabilities with tracking and notifications are supported. |
Communication & Engagement
(9 Yes /9 Known /11 Possible features)
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Email Integration Send and receive client emails from within the CRM. |
Email integration is described as part of client relationship and engagement management. | |
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SMS Messaging Ability to send SMS notifications and messages to clients. |
No information available | |
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Call Logging Record call notes and attach to client records. |
Call logging and communications are supported based on client interaction records. | |
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Meeting Scheduling Integrated tools to schedule meetings and send calendar invites. |
Meeting scheduling with invitations is included in collaboration and client engagement tools. | |
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Marketing Automation Create and automate personalized email and marketing campaigns. |
Marketing automation features are mentioned in the product communication module. | |
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Document E-signature Facilitate secure electronic document signing within the platform. |
Document workflows with e-signature are included, per onboarding solutions. | |
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Engagement Analytics Track and report on all client interactions to analyze engagement. |
Engagement analytics with dashboards and interaction tracking is a platform highlight. | |
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Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter). |
No information available | |
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Communication Archiving Retention and searchability of all historical communications. |
Communication records archiving is part of compliance and record-keeping requirements. | |
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Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.). |
Practifi offers omnichannel (email, phone, etc.) communications. | |
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Communication Templates Pre-defined and customizable templates for rapid communication. |
Communication templates supported per workflow and marketing automation details. |
Reporting & Analytics
(8 Yes /8 Known /10 Possible features)
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Customizable Dashboard Configurable dashboards that display key data and KPIs. |
Dashboards are customizable, as stated in analytics feature set. | |
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Report Builder Interactive tools to design, customize, and generate reports. |
Practifi highlights a drag-and-drop report builder. | |
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Pre-built Report Library Access to a repository of standard financial/advisory reports. |
No information available | |
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Visual Analytics Charts, graphs, and data visualization tools for insights. |
Visual analytics (charts/graphs) are core to analytics dashboards. | |
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Export Reports Export report data to PDF, Excel, CSV, etc. |
Export to PDF, Excel, and CSV is provided for reporting. | |
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Automated Report Scheduling Automatic generation and delivery of reports at set intervals. |
Automated report scheduling is supported for client and compliance reports. | |
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Real-Time Data Updates Reports are refreshed with live data. |
Dashboards and reporting include live data updates. | |
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Drill-down Analysis Ability to drill down from summary to detailed views in reports. |
Drill-down capabilities for analytics and dashboards are marketed. | |
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Custom Metric Tracking Track and analyze key metrics unique to the advisory firm. |
Custom metric tracking is possible because dashboard widgets and KPIs are configurable. | |
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Report Retention Period How long generated reports are stored and accessible. |
No information available |
Integration & API
(6 Yes /6 Known /10 Possible features)
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Portfolio Management System Integration Direct integration with third-party portfolio management tools. |
Integration with portfolio management systems is supported (e.g., Orion, Salesforce). | |
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Email/Calendar Integration Synchronize with major email and calendar providers. |
Syncs with major email and calendar providers. | |
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APIs for Customization Robust APIs for custom integrations with internal or third-party tools. |
Open, robust APIs provided for customization and integration. | |
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Webhooks Support Support for webhooks to react to real-time data and events. |
No information available | |
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Data Import/Export APIs APIs for bulk data migration in/out of the CRM. |
APIs for data import/export referenced in technical documentation. | |
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Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT. |
Zapier integrations noted in Practifi integration page. | |
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Open Banking Integration Support for connecting transaction data via Open Banking APIs. |
No information available | |
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e-Signature Integration Pre-built integrations with digital signature platforms. |
e-signature support via integration with platforms like DocuSign. | |
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Integration Capacity Number of simultaneous third-party integrations supported. |
No information available | |
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Integration Setup Time Average setup time for connecting a new integration. |
No information available |
Onboarding & Client Portal
(7 Yes /7 Known /10 Possible features)
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Digital Onboarding Workflow Step-by-step guided onboarding process for new clients. |
Digital onboarding workflows cited in onboarding module overview. | |
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Online Form Support Create, share, and process digital forms for profile completion and KYC. |
Online forms for client data and KYC completion mentioned in onboarding details. | |
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Client Portal Access Secure online portal for clients to access portfolios, documents, and communication. |
Client portal is a key Practifi differentiator. | |
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Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items. |
No information available | |
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Portal Customization Ability to brand and customize the client portal experience. |
Portal branding and customization available (white labeling support). | |
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Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal. |
Client self-service (update info, upload docs, schedule meetings) is cited in portal features. | |
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E-signature Within Portal Clients can sign and submit required forms digitally through the portal. |
Digital forms and e-signature included in client portal module. | |
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Portal Login Methods Supports multi-factor and/or social login to the portal. |
Supports multi-factor authentication for user access, indicated as a security feature. | |
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Portal User Capacity Maximum number of concurrent client portal users. |
No information available | |
|
Multilingual Support Portal available in multiple languages. |
No information available |
Mobile & Accessibility
(6 Yes /6 Known /10 Possible features)
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Mobile App Availability Dedicated mobile apps for iOS and Android devices. |
Mobile apps available for iOS and Android, per Practifi's app pages. | |
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Responsive Web Design Access CRM via mobile browsers with adaptive layouts. |
Responsive web UI supports mobile browser access. | |
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Push Notifications Send real-time push notifications to mobile devices. |
Push notifications provided to mobile devices for task and engagement updates. | |
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Offline Access Some CRM functions are available without an internet connection. |
No information available | |
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Screen Reader Compatibility Platform supports screen readers and accessibility tools. |
Platform emphasizes accessibility, including screen reader compatibility. | |
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Mobile Feature Parity Extent to which mobile features match desktop features. |
No information available | |
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Device Support Number of device operating systems/browsers supported. |
No information available | |
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Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level). |
Adherence to accessibility standards is cited in product materials. | |
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Gesture Support Supports touch, swipe, and gesture-based controls on mobile. |
Touch and gesture support available on mobile apps. | |
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Mobile App Store Ratings Average user rating on major app stores. |
No information available |
Performance & Scalability
(4 Yes /4 Known /10 Possible features)
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Average Response Time Typical time for system to respond to user actions. |
No information available | |
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Uptime Guarantee Percentage of annual uptime guaranteed by SLA. |
No information available | |
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Concurrent User Support Number of users who can simultaneously interact with the system without performance loss. |
No information available | |
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Data Throughput Amount of data processed per second. |
No information available | |
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Database Scaling Support for scaling databases vertically or horizontally. |
Practifi is built on Salesforce, which accommodates scalable databases. | |
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Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues. |
Performance monitoring and alerting tools are provided by Practifi and underlying Salesforce infrastructure. | |
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Latency under Load System latency when processing maximum intended workload. |
No information available | |
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Geo-Distributed Hosting Option for geographically distributed server infrastructure. |
Geo-distributed hosting available via Salesforce's infrastructure. | |
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Load Balancer Support Built-in load balancer or compatibility with external solutions. |
Built-in load balancing supported by Salesforce hosting. | |
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Maximum Scalability Limit Estimated maximum users and records supported without significant redesign. |
No information available |
User Experience & Customization
(8 Yes /8 Known /10 Possible features)
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Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information. |
UI features drag-and-drop customization for dashboard and workflow elements. | |
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Custom Dashboard Widgets Users can create and configure their dashboard widgets. |
Users can configure widgets on dashboard. | |
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White Labeling Custom branding for both internal and client-facing modules. |
White labeling supported for client-facing portal and reports. | |
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Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users. |
Practifi provides extensive tutorials, onboarding, and support resources. | |
|
Multiple Language Support User interface is available in several languages. |
No information available | |
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Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs. |
Accessibility settings (color, text size) are stated as part of the platform's inclusivity efforts. | |
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Theme Customization Choose or define custom color schemes and layouts. |
Theme and layout customization available. | |
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Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features. |
Favorites and shortcut features are listed for navigation. | |
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User Feedback Mechanism Built-in channels for users to provide feedback or request improvements. |
User feedback and improvement channels are available in the product. | |
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User Training Time Average time required to train new users to proficiency. |
No information available |
Support & Vendor Reliability
(8 Yes /8 Known /10 Possible features)
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24/7 Technical Support Access to technical support at all times. |
Access to 24/7 technical support specified on Practifi support & vendor reliability pages. | |
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Dedicated Account Manager Assignment of a specific support contact for each customer. |
Account manager assignment is stated for enterprise/wealth management clients. | |
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Knowledge Base Access Comprehensive, searchable documentation and FAQs. |
Knowledge base and searchable documentation available for all clients. | |
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Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA. |
SLAs referenced for enterprise and large client contracts. | |
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Product Roadmap Visibility Customers can view future product development plans. |
Product roadmap visibility is available to customers as part of client engagement. | |
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Community Forum Peer-to-peer user community for advice and best practices. |
Community forum for advice and peer support is offered. | |
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Onboarding Assistance Hands-on help during implementation and data migration. |
Onboarding assistance and migration support are standard offerings. | |
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System Status Dashboard Real-time system health and incident reporting. |
Real-time system status and uptime dashboard available to admin users. | |
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Multi-language Support Center Support assistance is available in different languages. |
No information available | |
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Average Support Response Time Typical time to first response from support. |
No information available |
Workflow Management Systems for Client Service and Operations
Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
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User Management & Access Control
(9 Yes /9 Known /10 Possible features)
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Role-Based Access Control Ability to assign role-appropriate access and permissions across the system. |
Practifi supports role-based access controls as part of its user management and compliance capabilities, as described on their platform and compliance features web pages. | |
|
Single Sign-On (SSO) Integration Supports centralized authentication and access through an SSO platform. |
Practifi includes SSO support (noted as integration with Microsoft, Google, Salesforce SSO etc.) in various product and partner documentation. | |
|
Multi-factor Authentication Requires multiple methods of identity verification for system access. |
Practifi inherits multi-factor authentication through Salesforce platform compliance. Salesforce MFA support is listed in Practifi and Salesforce documentation. | |
|
User Activity Logging Tracks and records user actions and changes within the system. |
Practifi supports user activity logging as part of its compliance and auditing framework, leveraging Salesforce platform features. | |
|
Bulk User Management Allows for simultaneous creation, update, or deactivation of multiple users. |
Bulk user management is supported (users can be managed in groups using Salesforce-native tools and through Practifi administrative tools). | |
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Permission Granularity Degree of specificity for setting permissions at object or field-level. |
No information available | |
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External User and Client Portal Provides secure, dedicated access for clients to view or update information. |
Practifi supports external user portals and secure client portals, per its documentation. | |
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Delegation & Proxy Access Supports temporary or delegated access by designated users. |
Delegation and proxy access are supported for client accounts (e.g., assistants or teams can be granted or delegated access). | |
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Audit Trails Records all changes and access for compliance and review. |
Audit trails are supported as part of the compliance stack and via Salesforce platform. | |
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Automated Provisioning/De-provisioning Automates user onboarding and offboarding. |
Onboarding and offboarding (provisioning/de-provisioning) can be automated via integrations and Salesforce tools leveraged by Practifi. |
Workflow Automation & Customization
(8 Yes /8 Known /11 Possible features)
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Dynamic Workflow Builder Drag-and-drop or configuration-based tool for creating and editing workflows. |
Practifi features a visual workflow builder that enables drag-and-drop configuration. | |
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Custom Task and Approval Routing Specify rules for routing tasks based on user, team, or process type. |
Workflow and approval routing customization is called out in the workflow automation features. | |
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Conditional Logic Support Workflows adapt based on conditions or data fields. |
Workflow automation supports conditional logic based on client data and task status. | |
|
Task Assignment Automation Tasks are assigned automatically according to rules. |
Task assignment automation is supported: tasks can be routed automatically based on set rules. | |
|
Reminders and Escalation Triggers Automatic reminders and escalation on overdue items. |
Practifi includes reminders and escalation triggers in its workflow engine. | |
|
Configurable Templates Predefined templates for common processes, customizable by users. |
Pre-configured workflow templates for onboarding, client reviews, etc. are available and customizable. | |
|
Parallel and Sequential Workflows Supports both concurrent and stepwise processes. |
Practifi supports both parallel and sequential workflow execution per product docs. | |
|
Workflow Versioning Allows management of multiple versions of a workflow. |
No information available | |
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Integration with External Triggers Can start workflows triggered by external events via APIs. |
Practifi supports workflow triggers from integrations (e.g., files uploaded, data changes from third-party platforms) via API. | |
|
Pause and Resume Workflow Ability to stop and later resume a workflow instance. |
No information available | |
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Workflow Execution Capacity Number of workflow instances the system can handle in parallel. |
No information available |
Client Communication & Collaboration
(8 Yes /8 Known /10 Possible features)
|
Integrated Messaging Communicate with clients and team members within the platform. |
In-app team messaging and client communication are described as core collaboration features. | |
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Secure Document Sharing Upload and exchange sensitive documents with clients securely. |
Practifi supports secure document sharing and storage with compliance-level controls. | |
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E-signature Integration Collect legally binding signatures through the system. |
E-signature integrations (such as DocuSign/Adobe Sign) are advertised on Practifi website and documentation. | |
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Automated Client Notifications Automate status updates and alerts to clients during workflows. |
Practifi automates client notifications for workflow events, as highlighted in their platform overview. | |
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Activity Timeline/History Centralized tracking of all client communications and interactions. |
Comprehensive client and activity timelines/history are highlighted as a benefit of Practifi's CRM/data model. | |
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Document Collaboration Allow clients and team to comment or edit shared files. |
No information available | |
|
Video/Voice Conferencing Integration Integration with major conferencing platforms for live meetings. |
Practifi supports integration with conferencing tools (Zoom, Teams) as per integrations documentation. | |
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Client Notification Delivery Methods Number of client notification channels (SMS, email, app push). |
No information available | |
|
Client Response Tracking Track client acknowledgement or responses to notifications. |
Practifi tracks client responses and acknowledgements to notifications to drive workflow. | |
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Portal Custom Branding Customize client portal appearance for corporate branding. |
Custom branding for client portals is supported. |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
|
Open API Supports robust APIs for data ingress and egress. |
Practifi has open RESTful APIs for data interchange, as published in developer and integration documentation. | |
|
CRM Integration Natively connects or easily integrates with common CRM platforms. |
Integrates natively with Salesforce, Redtail, and other major CRMs. | |
|
Core Banking/Portfolio Integration Integrates with core banking or financial data sources. |
Supports integration with portfolio and core banking data sources directly or via partnerships (Orion, Tamarac, etc.). | |
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Document Management Integration Connect to third-party document management systems (DMS). |
Practifi provides document management integration, including SharePoint, Box, and Salesforce Files. | |
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Calendar & Email Integration Syncs with calendars and email clients (e.g. Outlook, Gmail). |
Calendar and email integration with Microsoft 365, Outlook, and Google Workspace are standard. | |
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Batch Import/Export Bulk import/export of data to diverse formats. |
Bulk data import and export are supported to CSV, Excel and other standardized formats. | |
|
Webhooks Support Provides webhook endpoints for real-time updates. |
Support for webhooks is provided for real-time data and workflow updates. | |
|
Pre-built Integration Connectors Number of out-of-the-box integrations supported. |
No information available | |
|
Custom Integration Tools Toolkits or modules for building unique integrations. |
Practifi supports developer and business user toolkits/modules for custom integrations. | |
|
Data Synchronization Frequency How frequently the system can synchronize with other data sources. |
No information available |
Compliance, Audit, & Security
(8 Yes /8 Known /10 Possible features)
|
Regulatory Compliance Frameworks Built-in support for financial industry regs (SEC, FINRA, GDPR, etc). |
Practifi supports regulatory compliance frameworks (SEC, FINRA, GDPR) and utilizes Salesforce compliance certifications. | |
|
Data Encryption (in transit & at rest) Encrypts client and workflow data at all stages. |
Practifi utilizes encryption in transit and at rest; referenced in security and compliance documentation. | |
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Comprehensive Audit Logs Full audit logs of user and system activities. |
Comprehensive audit logs are part of the platform offering; Salesforce platform expands this further. | |
|
Automated Compliance Checks Workflows can trigger compliance or risk alerts automatically. |
Compliance checks and alerts can be automated within workflows as per product documentation. | |
|
Data Retention Policy Engine Configurable rules for data retention and deletion. |
Data retention rules are configurable for compliance; documented for GDPR, SEC, etc. | |
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Privacy and Consent Management Capture and manage regulatory consents from clients. |
Practifi supports privacy and consent management per regulatory requirements. | |
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Access Timeouts and Lockouts Automatic user session timeouts and lockouts for inactivity. |
Automatic access lockout and timeout settings are configurable as part of user management (via Salesforce and Practifi settings). | |
|
Incident Response Tracking Built-in workflows for managing and reporting security incidents. |
No information available | |
|
Third-Party Security Certifications System is certified against SOC2, ISO27001, or similar. |
Practifi leverages Salesforce's certifications (SOC2, ISO27001) and adds its own, referenced on their security and compliance pages. | |
|
Penetration Test Frequency Number of external penetration security tests per year. |
No information available |
Task & Case Management
(9 Yes /9 Known /10 Possible features)
|
Case Tracking Full lifecycle management for client requests and service cases. |
Case management is a flagship feature of Practifi, supporting the full lifecycle. | |
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Priority Levels Supports configurable priority status per task or case. |
Task and case priority levels are configurable by users. | |
|
Automated Case Assignment Automatically route tasks/cases to the right personnel. |
Case assignment can be automated to users, teams, or queues based on workflow rules. | |
|
SLA Management Ensures service level agreements can be set, tracked, and reported. |
SLA management and reporting is available and customizable. | |
|
Progress Tracking Track status and completion % for all cases/tasks. |
Progress and completion tracking are core features. | |
|
Bulk Task Updates Permits updating the status of multiple tasks simultaneously. |
Bulk editing of task statuses and records supported via grid and list views. | |
|
Customizable Case Fields Allow firms to define fields specific to their processes. |
Case fields can be customized per firm needs. | |
|
Case Queues Support for creating service, specialist, and escalation queues. |
Case queues for specialization and escalation routing are supported. | |
|
Linked Cases or Subtasks Relate cases to projects, parent tasks, or dependencies. |
Case linkage and subtask relationships are supported. | |
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Concurrent Task Capacity Max number of tasks and cases system can manage in parallel. |
No information available |
Analytics & Reporting
(9 Yes /9 Known /10 Possible features)
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Real-Time Dashboards Customizable dashboards showing live metrics. |
Real-time dashboards for all metrics, analytics and KPIs are highlighted. | |
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Report Scheduler Automated, periodic report generation & delivery. |
Customizable, scheduled reports can be set up in Practifi. | |
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Custom Report Builder Users can design and save custom reports. |
Users can design and generate custom reports. | |
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Exportable Reports Download or email reports in common formats (PDF, XLS, CSV). |
Reports are exportable in CSV, XLS and PDF formats. | |
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Data Visualization Library Charts, graphs, and widgets for exploring data. |
Data visualization is available via charts, graphs and widgets in the reporting modules. | |
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Drill-down Capability Analyze metrics at increasing levels of detail. |
Drill-down capabilities are a key data analysis feature. | |
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Productivity Tracking System metrics on throughput, delay, and bottlenecks. |
Productivity analytics (team/individual/firm) available as dashboards. | |
|
Compliance Reporting Templates Prebuilt reports for regulatory and compliance standards. |
Compliance templates for reporting are available or can be customized. | |
|
Data Retention for Analytics Duration of historical analytics data available. |
No information available | |
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API Access to Analytics Data Allows access to workflow analytics data via APIs. |
APIs for analytics data are available for custom dashboards and BI integration. |
Usability & User Experience
(8 Yes /8 Known /10 Possible features)
|
Modern User Interface Responsive, clean, and easy-to-use web interface. |
The Practifi UI is modern, responsive, and customizable, as shown in all product marketing materials. | |
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Mobile Access Native or mobile-optimized app for on-the-go workflow management. |
Mobile-optimized web access is provided; mobile app also available. | |
|
Personalized Dashboards Users can tailor dashboards to their preferences. |
Users can personalize their dashboards. | |
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Bulk Editing Tools Make changes to multiple items simultaneously. |
Bulk editing tools are available for case, client, and workflow records. | |
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Onboarding & Guided Tours Step-by-step guides for training new users. |
Onboarding and in-app guides are available for new and existing users. | |
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Global Search Functionality Quick search across workflows, clients, cases, and documents. |
Global search for all major record types is standard in the UI. | |
|
Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG 2.1). |
No information available | |
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Contextual Help & Tooltips Inline documentation and help for features. |
Contextual help and tooltips are provided for all standard screens and fields. | |
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Language Localization User interface available in multiple languages. |
Language localization for major global languages is supported. | |
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User Interface Response Time Speed with which the user interface responds to actions. |
No information available |
Configuration & Maintainability
(10 Yes /10 Known /10 Possible features)
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No-code/Low-code Customization Business users can configure fields, rules, and flows without coding. |
No-code and low-code customization are possible with Practifi's configuration tools and Salesforce Flow builder. | |
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Configuration Version Control Track changes to workflow configurations and rollback if needed. |
Configuration version control can be managed via Salesforce and Practifi's own configuration history. | |
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Sandbox/Testing Environments Safe environment for testing configurations before deployment. |
Sandbox and testing environments are available as standard for Practifi implementations. | |
|
Automated Updates Receive and apply version updates automatically. |
Automated updates (including both features and compliance patches) are pushed regularly. | |
|
Custom Fields and Forms Add and configure user-defined fields and forms. |
Custom fields and custom forms are supported by Practifi and Salesforce platform. | |
|
Scriptable Business Logic Ability to define custom scripts or business rules (e.g., via JavaScript, Python). |
Scriptable business logic supported through Salesforce Process Builder/Flow and APEX; Practifi allows invoking client-specific logic. | |
|
Integration Test Tools Built-in tools for testing integrations before production rollout. |
Integration tests can be created in sandbox/test environments using provided tools. | |
|
Configuration Documentation Automatically generate or update system configuration documentation. |
Configuration documentation can be generated automatically and exported. | |
|
Automated Backup Scheduling Configure regular backups of system and configuration data. |
Backups of data and configurations run on a regular schedule. | |
|
Rolling Back Failed Deployments Undo unsuccessful configuration or workflow deployments. |
Deployments can be rolled back in the event of failure, per Salesforce DevOps features. |
Scalability & Performance
(5 Yes /5 Known /10 Possible features)
|
Cloud-Native Architecture Supports elastic scaling and high availability. |
Practifi's cloud-first, Salesforce-based architecture is designed for elastic scaling and high availability. | |
|
Load Balancing Distributes user and task load for consistent performance. |
Built-in load balancing inherited from Salesforce hosting/data center operations. | |
|
Performance Monitoring Tools Built-in tools for monitoring resource utilization and performance. |
Real-time and historical performance monitoring tools are available. | |
|
Data Storage Capacity Maximum volume of data the system can store and manage. |
No information available | |
|
Concurrent User Support Number of simultaneous users the system can support without degradation. |
No information available | |
|
Disaster Recovery RTO Recovery time objective; how quickly the system can recover from failure. |
No information available | |
|
Uptime SLA Guaranteed system uptime percentage, as per service level agreement. |
No information available | |
|
Geographical Redundancy Ability to run across multiple data centers/regions for resilience. |
Practifi supports geographical redundancy through Salesforce's multi-region failover and distributed datacenters. | |
|
Auto-Scaling Capabilities Automatically adjusts resources based on demand. |
Auto-scaling is available based on user and data demand, leveraging Salesforce's underlying architecture. | |
|
Transaction Throughput Maximum number of transactions processed per second. |
No information available |
Support & Ecosystem
(9 Yes /9 Known /10 Possible features)
|
24/7 Support Availability Round-the-clock helpdesk or technical support. |
24/7 support availability is available per Practifi support contracts and website. | |
|
In-app Knowledge Base Library of articles, guides, and FAQs accessible within the platform. |
In-app knowledge base, help center, and guided documentation are present. | |
|
Community Forums Access to peer support and product community spaces. |
Community forums are accessible for best practice sharing and product feedback. | |
|
Onboarding Training Services Formal training and onboarding support for new clients. |
Onboarding training services are standard for new client implementations. | |
|
Professional Services Network Availability of consulting, integration, and customization partners. |
Practifi has a professional services partner network for consulting, integration, and training. | |
|
Developer Documentation Comprehensive technical documentation for extensibility. |
Developer and API docs are available at Practifi's official developer portal and in Salesforce developer resources. | |
|
Marketplace of Extensions Central hub for certified integrations, plugins, and add-ons. |
Certified integrations, plugin marketplaces are available via Salesforce AppExchange and Practifi's own ecosystem. | |
|
User Feedback Mechanism Easy way for users to submit feedback or feature requests. |
User feedback and feature suggestion mechanisms are available in-app and via support. | |
|
Release Notes & Communication Regular communication on updates, bug fixes, and features. |
Release notes and regular client communication about product updates are provided on the website and by email. | |
|
On-site Support Time Availability of on-site support, measured in hours per year. |
No information available |
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