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Unlock our growing ecosystem of partners

We’re constantly integrating with the best business portfolio management platforms, productivity and advice tools to eliminate rekeying, reduce risk and build your growth.

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Portfolio Management & Advice Tools

There’s a great variety of portfolio management and advice tools out there and we make it a priority to integrate with the very best.

In a sea of disparate platforms and siloed technology, Practifi connects all of your favorite tools together so you can stay on top of all your client’s holdings and positioning changes, as well as increase your overall efficiency and reduce compliance risk. 

View our knowledge base to learn more about our integration with Tamarac.

View our knowledge base to learn more about our integration with Orion.

View our knowledge base to learn more about our integration with Addepar.

View our knowledge base to learn more about our integration with Black Diamond.

Document Management

Whether you need document transformation, digital signatures or safe and secure storage, we integrate with the most reliable partners in the industry. Store and access all your client documents, folders and files directly in Practifi, making it easier than ever to access important information when you need it most.

Check out our partners below and their offerings for the industry.

View our knowledge base to learn more about our integration with Egnyte.

Visit Dropbox’s website to learn more about their offering for business.

Visit Box’s website to learn more about their offering for financial services.

Visit Docusign’s website to learn more about their offering for financial services.

Visit Conga’s website to learn more about their offering for financial services.

Marketing & Communications

Track all your client interactions easily within Practifi by integrating with your favorite marketing platforms such as email automation and event management. 

Build and launch creative campaigns, increase your reach, launch client referral programs and engage clients in new ways with some of the best outreach partners.

Visit Autopilot’s website to learn more about their marketing automation and email capabilities.

Visit Campaign Monitor’s website to learn more about their marketing automation and email capabilities.

Visit Eventbrite’s website to learn more about their event planning features.

Productivity & Business Management

Productivity is key, which is why we’ve integrated with some of the industry’s best business management and collaboration tools. Store, access and share client information directly within Practifi with our G Suite and Office 365 integrations. Easily sort your accounting needs with Xero for small business. Automate your processes with Riva CRM and HubSpot.

Don’t see what you’re looking for?

Zapier makes connectivity easy. Let us know if there’s a tool you’d like to integrate with, and we’ll look into it for you.

Learn More

Visit the G Suite website to learn more about Google’s offering for business and collaboration.

Visit the Office 365 website to learn more about Microsoft’s offering for business and collaboration.

Visit Xero’s website to learn more about their accounting offerings for business.

Visit Zapier’s website to learn more about their connectivity and workflow capabilities.

Visit Riva’s website to learn more about their email and calendar sync capabilities.

View our knowledge base to learn more about our integration with HubSpot.

All the latest news & insights from Team Practifi

Check out our most recent integration announcements and other relevant news below.

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