We’ve developed trusted partnerships with many key advisor technology providers, so if you’re looking to design a robust tech stack, here are a few partners to help you get started:
Select a category:
Accounting
xero
Collaboration
google suite
office 365
Communication & Telephony
3CX
copytalk
hearsay
Natterbox
phoneburner
Ringcentral
slack
sms-magic
twilio
Zoom
Email & Calendar
calendly
gmail
groove
microsoft Outlook
riva
timetrade
Integration-as-a-Service (IaaS)
Automate.io
Dataloader.io
Jitterbit
piesync
Skyvva
workato
zapier
Mapping & Geolocation
Badger maps
galigeo
Geopointe
mapanything
Project Management
asana
monday.com
Call Center
aircall
avaya
Genesys
Nice incontact
talkdesk
Client Onboarding
agreement express
precisefp
Forms, Insights & Surveys
complaintspro
FormAssembly
formstack
getfeedback
surveymonkey
Archiving
global relay
Pagefreezer
smarsh
Backup & Restore
backupify
spanning
Security
onfido
Analytics & Spreadsheets
google data studio
Google Sheets
microsoft power BI
xappex – xl-connector
Data Aggregation & Integration
DBAmp
Envestnet yodlee
Document Generation
conga composer
Dadadocs
nintex drawloop
Nod
Pandadoc
S-docs
Document Management
box
dropbox
Egnyte
Formstack Documents
Onedrive
Opentext
Salesforce files connect
sharepoint
Electronic Signatures
adobe sign
congasign
Docusign
hellosign
signnow
Custodians
Pershing
Schwab Advisor Center
Financial Planning
emoney
envestnet moneyguide
Portfolio Management & Advice
addepar
black diamond
envestnet
orion
Tamarac
Risk Analysis
Pocket risk
riskalyze
wealthgauge
world-check
Event Management
cvent
fonteva
Marketing Automation
Activecampaign
autopilot
campaign monitor
constant contact
HubSpot
Mailchimp
Pendula
Prospecting & Pipeline
ebsta
insideview
leandata
Linkedin sales navigator
relsci
Wealth-x
workday financial mGMT
Sales Productivity
Cirrus insight
citrix
clearslide
closeplan
connectleader
dialsource
leveleleven
Seismic
sumoscheduler
Yesware
Zafin pricing
We can help! Book a time to chat with a member of the Practifi team.
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