Financial Planning
Our custom API integration with Iress Xplan ensures you always have the most up-to-date information on your clients.
The two-way data sync brings over key financial planning data from Xplan to Practifi so you can access a unified view of client information, increase operational efficiency and track profitability for your firm.
View clients’ goals, financials, cash flow and other important data in Practifi
Better understand client and firm profitability by syncing Xplan revenue data into Practifi
Automate processes to efficiently manage and delegate tasks related to financial planning
Easily see client FUM, insurance, active services and deliverables so teams can provide proactive services.
Manage financial goals within Practifi to ensure your clients are on track to meet them.
Book some time with a member of the Practifi team today.
View client assets and liabilities within Practifi. See which ones are under advice, their current value and the revenue of each, as well as client portfolios and investment holdings.
Monitor client income and spending within Practifi to make sure they’re staying on track to achieve their financial goals.
Better understand client and firm profitability by bringing Xplan revenue data into Practifi. Our pre-built profitability reports increase transparency into revenue and cost drivers so you can make data-driven business decisions.
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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