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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.

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Practifi Protect

Practifi Protect

For your cybersecurity needs

Practifi Promote

Practifi Promote

For your marketing needs

Practifi Portals

Practifi Portals

For your client portal needs

Practifi Sandbox

Practifi Sandbox

For your product testing needs

Elevate your firm’s cybersecurity with Practifi Protect

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.

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Craft data-driven marketing campaigns with Practifi Promote

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. 

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Want to see more?

Book some time with a member of the Practifi team today.

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Amplify the value of your advice with Practifi Portals

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.

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Fuel your technology evolution with Practifi Sandbox

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.

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Interested in learning more? 

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.

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Learn more about our add-ons on our blog

Elevate your Firm’s Cybersecurity with Practifi Protect

Read more

Craft Data-Driven Marketing Campaigns with Practifi Promote

READ MORE

Fuel your Technology Evolution with Practifi Sandbox

READ MORE

Amplify your Firm’s Value with Practifi Portals