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Built on Salesforce Lightning, we work with leading technology providers and the Salesforce AppExchange to help wealth management firms create the perfect tech stack.

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Integration Partners

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.

Practifi Verified Apps

 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:


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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.

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