Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
While many investors have to navigate through multiple platforms to make decisions about their finances, Practifi Portals display your clients’ important financial information in a single, integrated hub that’s accessible from any device.
Exhibit how and where you’re investing their assets, display portfolio performance and show real-time account balances.
Enhance communication by minimizing it, send reminders about upcoming events and provide relevant webinars and guides.
Notify clients of significant market trends, share financial plans and show what you’re doing to make sure their goals are on track.
Built on Salesforce’s Experience Cloud, Practifi Portals comes with modern features, a beautifully-crafted interface, and enterprise-level support so that you have the freedom and flexibility to create a delightful client portal experience.
View current assets and balances in real-time
Track daily returns on portfolio holdings
Securely upload and share important documents
Send notices of any upcoming meetings or market trends
Show how portfolio assets have been invested
Display funds, foundations and other related entities
Chat with clients in real-time and track all messages
Provide relevant guides, videos and articles for each client
Update account details on behalf of your client
Through a detailed research and implementation process, our team works closely with you to understand your firm’s needs. Then, we create a portal experience that brings your vision to life.
