PractiFI brings together the leading fintech innovators onto one
The PractiFI ecosystem provides unprecedented choice,
freedom and flexibility.
Effective scale can only be achieved when your business has the freedom to choose the tools it needs to thrive. But for too long, financial services technology has been hampered by poor integration, vendor lock-in and silos of customer information.
PractiFI changes all of that. We chose to create the most flexible platform for financial services on Salesforce, then integrate with the most impressive industry tools on the market.
Innovation is a team effort. That’s why we’ve partnered with the best of the best to drive a new wave of innovation across financial advice, retirement and insurance.
PractiFI gives you the freedom to choose the applications that work best for your business and to combine them in ways you never thought possible.
Box is a secure content management and collaboration platform that helps teams easily share, manage, and collaborate on information from anywhere. Over 39 million people and 50,000 organisations trust Box with their content.
Omnium provides life insurance comparison software solutions to financial advisers. OmniLife is their advanced Life Risk Insurance comparison software solution that enables advisers to compare and apply for risk all on one system.
DocuSign is changing how business gets done by empowering more than 225,000 companies and 85 million users in 188 countries to sign, send and manage documents anytime, anywhere, on any device.
Over 7 million Australians use services powered by Provisio. Sales presentation, strategy optimisation and Statements of Advice are easy with Provisio. Used by major institutions, IFAs and super funds, Provisio is a leader in client engagement and advice tools.
Google Drive is a file storage and synchronisation service. It allows sharing, collaboration and storage of documents across any device. With Cirrus Files, folders and files in Google Drive can be connected to standard and custom objects in PractiFI.
Conga Composer is the most popular document generation and reporting solution for Salesforce. Conga helps Salesforce customers fully leverage their data and they have rapidly built a fanbase of more than 150,000 subscribers, in over 45 countries.
500 million people around the world use Dropbox to work the way they want, on any device, wherever they go. With 150,000 businesses on Dropbox Business, they’re transforming everyday workflows and entire industries.
A single solution for portfolio administration and compliance. Easily record, monitor and report on all your clients’ investments in a single location using V-Wrap – Praemium’s cloud-based portfolio administration system.
Over 2 million marketers at 150,000 companies around the world trust Campaign Monitor for simple and effective email marketing that delivers results. Build beautiful email marketing campaigns with a drag-and-drop builder and professional templates.
Over 250 organisations around the world rely on Natterbox to deliver class leading service levels to their customers through efficient and effective integration of voice into their digital customer communications, setting new standards in customer experience.
Interactive Intelligence is a global leader of cloud services for customer engagement, communications and collaboration designed to help businesses worldwide improve service, increase productivity and reduce costs.
MuleSoft builds application networks: seamless frameworks of applications, data sources, and devices connected by APIs, whether on-premises or in the cloud. Today, over 210,000 developers and leading companies in almost every industry depend on Mulesoft.
Riva helps companies improve CRM adoption and satisfaction, drive sales productivity, and bridge integration gaps between CRM and email systems. Riva is trusted by over 1,500 companies, including 15 of the world’s largest banks and numerous Global 1000 companies.
Gain real-time insights across your transactional and analytical data with a secure, scalable database platform that has everything built in, from advanced analytics to unparalleled in-memory performance. Microsoft is the worldwide leader in software, services, devices and solutions.
Informatica helps you make data ready for use in any way possible, so you can put truly great data at the center of everything you do. Informatica customers represent a majority of the Fortune 100 and a mix of industries.
SMS-Magic is a proven, global messaging platform with over 1500 clients across 190 countries. SMS-Magic enables users to engage, win and retain more customers, while creating strong customer relationships that drive sustainable competitive advantage.
Salesforce Marketing Cloud lets businesses of any size grow their business with professional level email marketing. Email marketing from Marketing Cloud lets you plan, personalise and optimise the customer journey, measure results and maximise marketing spend.
Bespoke UX at blazing speed. Skuid believes that enterprise apps should behave more like the humans who use them. More than 5 million users in 32 countries have engaged with each other and with data in meaningful ways using Skuid.