Which has better reviews, Procurement or Practifi - The Performance Optimization Platform for RIAs?

Practifi - The Performance Optimization Platform for RIAs has the higher average rating (5.0★ from 23 reviews) compared to Procurement (3.8★ from 6 reviews). Both are tracked daily by AppRanks, so the figures here update each refresh cycle.

Should I choose Procurement or Practifi - The Performance Optimization Platform for RIAs?

It depends on what you're optimizing for. Procurement fits better if you prioritize broader integrations; Practifi - The Performance Optimization Platform for RIAs is the call if you need the higher-rated option. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, Procurement or Practifi - The Performance Optimization Platform for RIAs?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Practifi - The Performance Optimization Platform for RIAs has more onboarding documentation maturity (23 reviews vs 6), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Procurement typically suits early-stage and growth-mode stores based on its review-base composition (6 reviews). Practifi - The Performance Optimization Platform for RIAs aligns more with early-stage and growth-mode stores (23 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Can I migrate data between Procurement and Practifi - The Performance Optimization Platform for RIAs?

Migration support varies by app and category. Procurement and Practifi - The Performance Optimization Platform for RIAs both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Procurement" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Procurement vs Practifi - The — Salesforce

Procurement vs Practifi - The Performance Optimization Platform for RIAs

Name: Procurement
Availability: OnlineOnly
Rating: 3.8 (6 reviews)

Side-by-side comparison · 24 data points

Procurement

3.8·6reviews

Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.

Shopifyfree

Change

1. Listing metadata

Field-level data

	Procurement	Practifi - The Performance Optimization Platform for RIAs
Tagline	“Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.”184 chars	“Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning performance optimization platform powering the nation’s largest RIAs. Practifi transforms data into insight, action and excellence at scale.”237 chars
Description	964 / 2000 chars48% used	1180 / 2000 chars59% used
Screenshots	—	—
Languages	en	en
Platforms	Shopify	Shopify
Developer	Salesforce Labs	Practifi
Listed	January 8, 2006	April 14, 2015

At a glance

9 metrics · auto-computed

Feature comparison between Procurement and Practifi - The Performance Optimization Platform for RIAs
Metric	Procurement	Practifi - The Performance Optimization Platform for RIAs
Rating	3.8 ★	★ 5.0 ★
Total reviews	6	★ 23
Free plan	★ Yes	—
Pricing	free	paid
Built for Shopify	—	—
Pricing tiers	—	1 tier
Listed features	3	★ 4
Languages	1 supported	1 supported
Listed since	Jan 2006	Apr 2015

Last updated	—	—

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Procurement	Practifi - The Performance Optimization Platform for RIAs
sources	Not ranked	#10
feedback	Not ranked	#93
workflow	Not ranked	#96
order form	#101	Not ranked

9. App details

Long-form description · keyword frequency

Procurement

Many companies depend on cumbersome manual processes when it comes to purchasing everything from ballpoint pens to fleets of cars. Procurement replaces those spreadsheets and emails with a centralized repository where you can track, monitor, and analyze the purchases your organization makes. Built-in reports let you quickly see approved requisitions, preferred vendors by item, and the amount you’ve spent with a particular supplier. You can track requests by purchase order, requisition number, item, requisitioner, and other key data. The Procurement dashboard lets you quickly see your requisition pipeline — broken out by department — as well as purchase order totals by week. With Procurement, you can be sure you fully exploit your relationships with preferred vendors by tracking your purchases from them. You can consolidate each department’s purchasing requests so you qualify for the largest volume discounts available and negotiate the best pricing.

Top keywords

procurement3×2.10%
department2×1.40%
item2×1.40%
order2×1.40%
preferred2×1.40%
preferred vendors2×1.40%
purchase2×1.40%
purchase order2×1.40%
purchases2×1.40%
purchasing2×1.40%
quickly2×1.40%
quickly see2×1.40%

Practifi - The Performance Optimization Platform for RIAs

Today’s RIAs struggle to scale while still providing great client experiences due to disconnected systems and operational inefficiencies. Practifi brings together all the tools and information advisory teams need to improve efficiency, manage relationships and scale sustainably. Advisors, client servicing teams, operating officers and practice managers in today’s wealth management firms struggle to increase efficiency and revenue while still delivering exceptional value for clients. A key reason is that many firms use systems that don’t “speak” to each other, or don’t “speak” well, resulting in siloed data, inefficiencies and unscalable solutions. By unifying data from multiple sources, Practifi provides a 360-degree view across your client book and business. With bespoke apps for every team and integrations with industry-leading partners, Practifi provides a single source of truth so teams can identify client growth and retention opportunities. Powerful workflow automation means everyday processes are easier and more transparent, and visualizations help transform your data into actionable insights, so you can monitor the metrics that matter most to your firm.

Top keywords

client4×2.34%
data3×1.75%
practifi3×1.75%
teams3×1.75%
don2×1.17%
don t speak2×1.17%
efficiency2×1.17%
firms2×1.17%

Procurement vs Practifi - The Performance Optimization Platform for RIAs

Procurement

1. Listing metadata

Practifi - The Performance Optimization Platform for RIAs

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

9. App details

Frequently asked

Is Procurement or Practifi - The Performance Optimization Platform for RIAs cheaper?

Which has better reviews, Procurement or Practifi - The Performance Optimization Platform for RIAs?

Should I choose Procurement or Practifi - The Performance Optimization Platform for RIAs?

Which is faster to set up, Procurement or Practifi - The Performance Optimization Platform for RIAs?

Which works better for small vs large Salesforce AppExchange stores?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between Procurement and Practifi - The Performance Optimization Platform for RIAs?