Built to work with your favorite tools

Powered by Salesforce Lightning, Practifi integrates seamlessly with the technology providers you already trust. No need to start over; just bring your existing tools together in one relationship-focused platform.

Your unified tech stack

Connect all your tools in one conversational CRM built for wealth management. Practifi integrates with the industry’s leading providers so your client data flows seamlessly, giving you the complete picture you need to build stronger relationships.

Practifi Verified Apps

Beyond direct integrations, we curate and verify Salesforce AppExchange apps specifically for wealth management. These tried-and-tested solutions help advisors work smarter, not harder:

Connect more tools with the Salesforce AppExchange

Because we’re built on Salesforce, we have access to more than 3,000 apps on the AppExchange. If there’s something you’re keen on adding, we’ll work with you to verify and connect the apps you need.

Visit the AppExchange

Need help connecting your tech stack?

Let’s talk about making your tools work together seamlessly.