We integrate with some of the industry’s most in-demand providers to unify your client data while helping you efficiently deliver the best client experience.
We understand that wealth management teams use a variety of tools, so we’re hard at work expanding our suite of direct integrations. Below are some brilliant integration partners that have joined our network.
In addition to building direct integrations, we continuously verify and connect Salesforce AppExchange apps for our clients to make sure they have what they need to succeed. Here are some tried-and-true apps our clients use:
We can help! Book a time with a member of our team today.
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
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