We integrate with the industry’s leading financial planning tools to unify your client data and to help you deliver exceptional client experiences.
Store and manage client documents, folders and files directly in Practifi, making it easier than ever to access important information when you need it most.
Track client and prospect engagement within Practifi by integrating with your favourite marketing automation, email and event management platforms.
Improve collaboration and operational efficiency by connecting Practifi with some of the industry’s most popular business management tools.
We can help. Book a time with a member of our team today.