Practifi vs Pega CRM

Practifi8.8Visit Pega CRM8.5Visit

Higher score Practifi #4 in Financial Services CRM Software 8.8/10 Paid ✓ 5 of 5 features Visit Practifi

vs

Pega CRM #7 in Financial Services CRM Software 8.5/10 Pricing on request ✓ 0 of 5 features Visit Pega CRM

• Practifi fits best

  Advisors needing portals and compliance

• Pega CRM fits best

  Large teams needing configurable sales CRM

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Side by side

Feature	Practifi 8.8/10 Visit ↗	Pega CRM 8.5/10 Visit ↗
At a glance
Editor score	8.8	8.5
Ranking	#4 in Financial Services CRM Software	#7 in Financial Services CRM Software
Best for	Advisors needing portals and compliance	Large teams needing configurable sales CRM
Pricing model	Paid	Paid
Starting price	$135/user/mo	Pricing on request
Free plan	—	Not checked yet
Free trial	—	—
Deployment	Cloud	Cloud, Mobile
Platforms	Web	Web
Compliance	SOC 2, ISO 27001, GDPR, PCI DSS	SOC 2, ISO 27001, GDPR, SSO/SAML
Integrations	3,000+ integrations	2 integrations
Built for	Small business, Mid-market, Enterprise	Enterprise, Mid-market
Features Practifi 5/5 · Pega CRM 0/5
Compliance workflows	✓ (best)	Not checked yet
Opportunity management	✓ (best)	Not checked yet
Client portal	✓ (best)	Not checked yet
Audit trail	✓ (best)	Not checked yet
Email and calendar sync	✓ (best)	Not checked yet
Specs
Deployment	Cloud	Not checked yet
Our review
Pros	Compliance workflows, audit history, and governance controls Client portal supports balances, documents, portfolios, and messaging Integrates with Microsoft 365, Orion, Schwab, HubSpot, and Salesforce	Configurable sales stages, process steps, and guided selling AI lead ranking, opportunity predictions, and next-best actions Offline mobile access with Outlook and Exchange synchronization
Cons	Starts at $135 per user per month No free plan is available Client portal is a Naya add-on	Pricing uses a contact-sales model rather than published plan tiers Enterprise process configuration may exceed the needs of smaller teams Named email integrations center on Microsoft Outlook and Exchange
Our verdict	Practifi is a cloud financial-services CRM for registered investment advisers and wealth-management firms. It combines client records, workflow automation, opportunity and pipeline tracking, compliance management, analytics, reporting,… Read the review →	Pega CRM is an enterprise customer relationship management suite from Pegasystems, combining sales automation, customer service, marketing integration, and real-time decisioning. It is aimed at large organizations that need configurable… Read the review →

Strengths and trade-offs

• Practifi — where it wins

  • Compliance workflows, audit history, and governance controls
  • Client portal supports balances, documents, portfolios, and messaging
  • Integrates with Microsoft 365, Orion, Schwab, HubSpot, and Salesforce

  Where it doesn't

  • Starts at $135 per user per month
  • No free plan is available
  • Client portal is a Naya add-on

• Pega CRM — where it wins

  • Configurable sales stages, process steps, and guided selling
  • AI lead ranking, opportunity predictions, and next-best actions
  • Offline mobile access with Outlook and Exchange synchronization

  Where it doesn't

  • Pricing uses a contact-sales model rather than published plan tiers
  • Enterprise process configuration may exceed the needs of smaller teams
  • Named email integrations center on Microsoft Outlook and Exchange

• Practifi8.8/10 · Paid

  A feature-rich CRM for advisory firms that need workflows, portals, and compliance controls.

  Visit PractifiFull verdict →
• Pega CRM8.5/10 · Pricing on request

  A configurable CRM suite for large teams managing complex sales and service processes.

  Visit Pega CRMFull verdict →