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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 Propel

For your business intelligence needs

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

Make data-driven decisions with Practifi Propel

Executives of today’s wealth management firms need access to data to make informed business decisions. Practifi Propel surfaces data in an elegant and powerful business intelligence experience so executives can make better data-driven decisions.

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Elevate your firm’s cybersecurity with Practifi Protect

As gatekeepers to valuable client data, wealth management firms are attractive targets for cyberattacks, breaches and audits. Practifi Protect provides an additional layer of security to guard client data, improve oversight and help firms proactively prepare for audits. 

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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

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Craft Data-Driven Marketing Campaigns with Practifi Promote

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Fuel your Technology Evolution with Practifi Sandbox

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Amplify your Firm’s Value with Practifi Portals