Practifi Portals

Amplify the value of your advice with client portals

The advice you provide is invaluable. By bringing together your client’s most important financial information into a single, integrated hub, Practifi Portals help amplify the value of your advice from anywhere.

Have questions?

Get in touch with your CSM or contact us today.

A single, integrated hub for your clients

While many investors have to navigate through multiple platforms to make decisions about their finances, Practifi Portals display your clients’ important financial information in a single, integrated hub that’s accessible from any device.

Increase transparency

Exhibit how and where you’re investing their assets, display portfolio performance and show real-time account balances.

Improve engagement

Enhance communication by minimizing it, send reminders about upcoming events and provide relevant webinars and guides.

Amplify value

Notify clients of significant market trends, share financial plans and show what you’re doing to make sure their goals are on track.

Bring your client portal vision to life

Built on Salesforce’s Experience Cloud, Practifi Portals comes with modern features, a beautifully-crafted interface, and enterprise-level support so that you have the freedom and flexibility to create a delightful client portal experience.

Account balances

View current assets and balances in real-time

Portfolio performance

Track daily returns on portfolio holdings

Document storage

Securely upload and share important documents

Alerts and updates

Send notices of any upcoming meetings or market trends

Asset allocation

Show how portfolio assets have been invested

Entity management

Display funds, foundations and other related entities

Chatter feed

Chat with clients in real-time and track all messages

Educational materials

Provide relevant guides, videos and articles for each client

Account information

Update account details on behalf of your client

Our Process

Through a detailed research and implementation process, our team works closely with you to understand your firm’s needs. Then, we create a portal experience that brings your vision to life.

Hear from our client

>> Focus Financial Partners <<

“Working with Practifi and their development team has resulted in a highly customized version of our platform that enables our business partners and clients to interact with our team in an intuitive, user-friendly way. The result has been a simple solution for a complex set of challenges that has improved our client relationships and interactions dramatically. The Practifi team has been communicative and responsive, and the process has been creative, rewarding and highly successful.”

Adam Silverman

Head of Private Mortgage

Want to learn more?

Practifi Portals is available to new and existing Practifi users. If you’d like to learn more, get in touch with your CSM or grab some time with a member of our team today.