Log In
Practifi Protect

See Practifi Protect in Action

Watch our overview demo to learn more about the top concerns RIAs are facing and how Practifi Protect provides the highest level of security to safeguard client data, improve platform integrity and aid firms in meeting regulations.

The Highest Level of Security


Practifi Protect provides enterprise-grade data encryption, event monitoring and field audit history to guard your client data and elevate your firm’s cybersecurity plan.

Data Encryption

Natively encrypt PII data at rest across all your Practifi apps. Maintain full control over encryption keys and set data permissions.

Event Monitoring

Prevent malicious activity in real-time. Use reports to track over 40 different usage activities within Practifi.

Field Audit History

Monitor the state of your data from any date, at any time. See when field data was changed and by who.

Read our white paper to learn more about these key features.

Download Now

Hear from our client: Mercer

“The Practifi Sandbox environments form a critical part of our delivery cycle because we have the ability to test and refine enhancements prior to releasing updates into our production environment, ultimately resulting in seamless roll-outs and increased product adoption. These environments also enable us to conduct training and prepare training materials ahead of any changes, ensuring a smooth delivery of product upgrades to our users.

Narelle Howard
CRM Leader // Mercer

Want to learn more?

Practifi Protect is a platform add-on. If you’d like to learn more, get in touch with your CSM or grab some time with a member of our team today.

Book a time