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.
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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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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