productivity & business management
Practifi’s API-based Microsoft 365 integration saves advisors valuable time, simplifies data capture and helps managers gain insights into team productivity.
Automatically sync emails and events from Outlook to Practifi. Save advisors’ valuable time from having to manually log emails and switch between calendars.
Simplify Outlook data capture with the Microsoft 365 Sync. Automatically match emails and events, including attachments, to the corresponding record in Practifi to ease the compliance process.
Leverage email and event data synced with Practifi to gain insights into team productivity. Use pre-built enterprise reports or build your own to track completed tasks, meetings by advisor and more.