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.
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.
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.
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.
Check out our most recent integration announcements and product updates below.
Practifi is the business management platform for financial advice. Built on the Salesforce platform, the world's #1 enterprise cloud, Practifi is secure, reliable and massively scalable. Our team of industry experts are passionate about your success. We're built for growth.
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