Future Proof Festival vs Practifi

Future Proof Festival is the world's largest wealth festival. Join thousands of financial advisors, LPs, asset managers, fintechs, emerging startups, and the media for a transformative four-day festival. Future Proof Festival brings together more modern RIA decision-makers than any other event and it is built for real connections. Breakthru is Future Proof’s groundbreaking one-to-one meetings program that facilitated more than 50,000 pre-scheduled onsite 15-minute introductory meetings, making Breakthru the wealth management industry’s largest ever meetings program. Whether you’re expanding your practice, investing in innovation, or exploring new partnerships, this is where meaningful connections happen. Breakthru is the best way to meet everyone you want to meet at Future Proof! Future Proof's Mobile App enables you to do pre-event tasks, get the most out of your time onsite and provide feedback after the event. You must be registered for Future Proof to use the app. Future Proof takes place on September 14-17, 2026 in Huntington Beach, California.

Practifi on mobile. The intelligent companion to your wealth management CRM, built for the advisor meeting workflow. MEETING PREPARATION Walk into every client meeting fully prepared. Smart Notes pull together your CRM data, prior meeting notes, open action items, and relationship history into a complete client briefing on the meeting detail screen. Everything you need to know about your client, in one place, without the legwork. IN-PERSON MEETING RECORDING Tap record, set your phone on the table, and focus on the conversation. Every in-person meeting produces a full transcript, a summary, key topics, and follow-up suggestions. The meeting intelligence your virtual meetings already get, now in every face-to-face conversation. SUMMARIES & FOLLOW-UPS Browse upcoming and recent meetings organized by day. Search, filter, and find any meeting quickly. Review transcripts, summaries, and action items for completed meetings. Commitments made in conversation get captured and tracked, not forgotten. BUILT FOR WEALTH MANAGEMENT Practifi isn't a generic CRM bolted onto mobile. It's built for financial advisors and wealth management professionals. Meeting prep, recording, follow-ups, and client context in one native app. - Dark mode - Native iOS experience - Secure Salesforce authentication Requires an active Practifi subscription with Meeting Intelligence. Connects to your firm's Practifi environment, internet connection required.