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Amplify Your Firm’s Value with Practifi Portals

BY ALLISON LASLEY
Practifi

Today’s investors expect instant access, transparency and flexibility to make sure their financial goals are on track. The financial planning and wealth management industries recognize client portals as one solution to this need, however, many advisors struggle to find a client portal that meets the needs of the modern investor.

By bringing together your client’s most important financial information into a single, integrated hub, Practifi Portals have everything you need to amplify the value of your advice from anywhere.

As a subscription add-on, Practifi Portals are available to new and existing Practifi users. If you’d like to learn more, get in touch with your CSM or contact a member of our team today.

A single, integrated hub for your clients

Modern investors use a variety of apps and tools that help them manage their finances, track their spending and build their wealth. As such, they have high expectations when it comes to financial technology. Unfortunately, client portals continue to fall short in terms of meeting investor needs. Evidence shows that bringing the right client data together and surfacing it in a well-designed interface has proved challenging.

One simple solution is to align your client portal with an internal business system that is highly integrated, such as your CRM. By doing so, you don’t have to source data from multiple financial planning and portfolio management systems because it will already exist in your CRM. As a result, your portal will truly be a single, integrated hub that your clients can access on-demand and view their financial information in real-time.

In today’s volatile climate, it’s critical for advisory firms to show how they’re supporting clients and consistently communicating their value. While many investors have to navigate through multiple portals and platforms to gather the information they need to make decisions about their finances, Practifi Portals brings everything an investor needs into a single, integrated hub that’s accessible from any device. 

Amplify your value with Practifi Portals

Built on Salesforce’s Experience Cloud, Practifi Portals provide you the freedom, flexibility and enterprise-level technology you need to create an effective and delightful portal experience for the modern investor. Through a detailed research and implementation process, our team works closely with you to understand your firm’s needs. Then, we create a portal experience to bring your client portal aspirations to life.

A few features and capabilities available in Practifi Portals include but are not limited to:

  • Account balances
  • Portfolio performance
  • Document storage
  • Asset allocation
  • Entity management
  • Chatter feed
  • Alerts and updates
  • Educational materials

With features that meet the expectations of a modern investor, paired with a beautifully crafted user interface and enterprise-level support, Practifi Portals provide everything you need to increase transparency, improve engagement and amplify the value of your advice from anywhere.

Interested in learning more?

Practifi Portals are available to new and existing Practifi clients. If you’d like to learn more, get in touch with your CSM or contact a member of our team today. 

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