As your RIA grows, the limitations of traditional CRMs can become a major roadblock. In this episode of the RIA Tech Talk Podcast, we sit down with Kent Tkach from Practify to discuss why traditional CRMs may be falling short for RIAs that are scaling—and how a purpose-built solution can make all the difference.

Many RIAs start with traditional CRMs like Redtail, Wealthbox, or Salesforce. While these solutions work well for basic client management, firms often hit roadblocks as they scale. Customization becomes costly, workflows get cumbersome, and firms find themselves needing external consultants to make their CRM work for them.

Practify is designed specifically for RIAs and wealth management firms, addressing the common pain points of scalability and customization. Unlike traditional CRMs that require heavy customization or external overlays, Practify is a fully built platform designed for RIAs from the start.

If your firm is hiring external Salesforce consultants, struggling with disjointed workflows, or using multiple spreadsheets to track key processes, it may be time to evaluate a CRM that scales with you—without the ongoing maintenance headaches.

· Prebuilt Workflows & Reporting: Many firms find they can get started without additional customization.

· True CRM, Not Just an Overlay: Unlike Salesforce overlays, Practify replaces Salesforce while still leveraging its powerful infrastructure.

· Dedicated Support & Training: Practify provides in-house technology consultants to assist with onboarding and customization—so firms aren’t left figuring it out alone.

Many RIAs underestimate the ongoing costs of maintaining a highly customized Salesforce CRM. Licensing costs are just the beginning—keeping the system functional often requires ongoing consultant fees and technical support. Practify eliminates this complexity by providing a tailored, all-in-one platform.

Practify is ideal for RIAs that are:

· Growing beyond 10+ employees

· Looking to streamline operations with automation

· Frustrated with CRM limitations and costly customizations

· Seeking a platform that provides ongoing support, rather than just software

Want to see how Practify can support your RIA’s growth? Reach out to Kent for a consultation:

Website: www.practify.com