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Built to work with your favorite tools

Powered by Salesforce Lightning, Practifi integrates seamlessly with the technology providers you already trust. No need to start over; just bring your existing tools together in one relationship-focused platform.

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Your unified tech stack

 Connect all your tools in one conversational CRM built for wealth management. Practifi integrates with the industry’s leading providers so your client data flows seamlessly, giving you the complete picture you need to build stronger relationships.

Addepar

agreement express

bento engine

black diamond

constant contact

egnyte

envestnet

envestnet moneyguide

flourish

microsoft 365

Myrepchat

ONBORD

Precisefp

QUIK!

schwab advisor center

Xfilespro

Zocks

QUIK!

schwab advisor center

Xfilespro

GReminders

Formstack

Practifi Verified Apps

Beyond direct integrations, we curate and verify Salesforce AppExchange apps specifically for wealth management. These tried-and-tested solutions help advisors work smarter, not harder:

box

campaign monitor

conga composer

conga sign

docusign

dropbox

envestnet tamarac

google suite

hubspot

mailchimp

microsoft outlook

orion

Ringcentral

riva

sms-magic

Connect more tools with the Salesforce AppExchange

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

Visit the AppExchange

Need help connecting your tech stack?

Let’s talk about making your tools work together seamlessly.

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