Zoho CRM is a cloud-based customer relationship management software that helps businesses of all sizes streamline their sales, marketing, and support processes.
Starting at $12 per user, per month
Best Practifi Alternatives ranked by AI · updated Aug 2026
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Practifi is a wealth management CRM and practice-management platform built on Salesforce for financial advisory firms. It centralizes client relationships, workflows, service tasks, compliance processes, and business operations.
Top 6 Practifi alternatives
Orion is a powerful project management software with advanced features for team collaboration and task tracking.
$25/month
Redtail CRM is a popular customer relationship management software designed for financial professionals. It offers features such as client management, document storage,...
Contact for pricing
Salesforce Financial Services Cloud is a CRM platform for banks, wealth managers, insurers, and financial advisors. It provides client relationship management, householding,...
Pros
- Extensive CRM, automation, reporting, and integration capabilities
- Scales well across large financial services organizations
- Supports household and relationship modeling for complex client structures
Cons
- Not a direct replacement for WealthERP's native portfolio and transaction functions
- Requires configuration, integrations, and administrator resources
- Higher cost and complexity for smaller advisory practices
From $325/user/mo
Wealthbox is a web-based CRM software designed for financial advisors with features like contact management, task management, and integrations with popular tools.
Starting at $35 per user per month
Broadridge Advisor Portal is a web-based workspace for financial advisors to access client, account, portfolio, and practice information connected to Broadridge wealth-management...
Pros
- Integrates with Broadridge's broader wealth-management and brokerage infrastructure
- Centralizes advisor access to operational and client information
- Suitable for enterprise broker-dealer and wealth-management environments
Cons
- Primarily targeted at enterprise institutions rather than independent advisors
- Pricing and implementation details are not publicly transparent
- User experience can depend heavily on the firm's Broadridge configuration
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