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Build the ideal tech stack

Practifi partners with industry-leading platforms so you can build the ideal tech stack. Our open API and access to the Salesforce AppExchange create a wide range of possibilities for your firm.

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Financial Planning & Advice Tools

We integrate with the industry’s leading financial planning tools to unify your client data and to help you deliver exceptional client experiences.

IREsS XPLAN

VOYANT

Document Storage & Management

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.

conga composer

conga sign

docusign

dropbox

box

One Drive

Share Point

Marketing & Communications

Track client and prospect engagement within Practifi by integrating with your favourite marketing automation, email and event management platforms.

constant contact

campaign monitor

Autopilot

HUBSPOT

mailchimp

EVENTBRITE

Pardot

Marketing Cloud

Productivity & Business Management

Improve collaboration and operational efficiency by connecting Practifi with some of the industry’s most popular business management tools.

Calendly

google suite

MICROSOFT 365

RingCentral

riva

sms-magic

Xero

zapier

Connect more tools with the Salesforce AppExchange

Because we’re built on Salesforce, we can connect to more than 3,000 apps on the AppExchange. If there’s something you’re keen on using, we’ll work with you to verify and connect the apps you need.

Visit the AppExchange

Have questions about our integrations?

We can help. Book a time with a member of our team today.

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