Strengthen your tech stack with Practifi add-ons
A strong tech stack is key to remaining competitive in a fast-moving industry. Practifi offers a robust suite of add-ons to help wealth management firms create a more powerful technology strategy.
As gatekeepers to valuable client data, wealth management firms are attractive targets for cyberattacks. With data encryption, usage monitoring and field history tracking, Practifi Protect provides an additional layer of security to guard your data and meet cybersecurity requirements.
In an increasingly competitive market, it’s crucial to launch personalized, targeted campaigns. Practifi Promote unlocks access to the Marketing app and Salesforce Campaign Object so marketing teams can craft data-driven campaigns.
Book some time with a member of the Practifi team today.
Built on Salesforce’s Experience Cloud, Practifi Portals provides a customizable interface and enterprise-level support to bring together your client’s most important financial information into a single, integrated hub.
To be a leading firm in the industry requires constant evolution. Practifi Sandbox provides an agile testing environment to fuel innovation, all while offering the security, transparency and flexibility your firm needs to implement creative solutions safely.
Practifi add-ons are available with a standard Practifi subscription. Reach out to a member of our team or contact your CSM to learn which add-ons are useful for your firm.