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.
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.
Exhibit how and where you’re investing their assets, display portfolio performance and show real-time account balances.
Enhance communication by minimizing it, send reminders about upcoming events and provide relevant webinars and guides.
Notify clients of significant market trends, share financial plans and show what you’re doing to make sure their goals are on track.
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.
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.”
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.
Practifi is the performance optimization platform reinventing CRM possibilities for wealth management firms—transforming data into actions, insights and excellence at scale.
© 2024 Practifi. All Rights Reserved