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.
Practifi Propel
For your business intelligence needs
Practifi Protect
For your cybersecurity needs
Practifi Promote
For your marketing needs
Practifi Portals
For your client portal needs
Practifi Sandbox
For your product testing needs
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.
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.Â
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.Â
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.
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
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