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Unlock our network of integration partners

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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Preferred 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.

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pershing


Integration Partners

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.


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:

box

campaign monitor

hubspot

Ringcentral

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

Have questions about our integrations?

We can help! Book a time with a member of our team today.

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