Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Efficient Practice

The Efficient Practice offers industry-leading consulting, coaching, software and resources that transform and optimize all areas of your firm, practice, non-profit and/or professional business operations, simplifying your life and increasing the productivity, efficiency and profitability of your firm. The Profit-Driven Architecture (shown below) is a visual way of demonstrating how we approach the operations of your organization.

We study your operations to offer specific, detailed recommendations on how to increase the efficiency of your organization. Then we help you make it happen. We now also offer a low-cost ongoing coaching service with tons of resources, newsletters and direct coaching for your organization.

Efficient Practice
  • Workflow Management Systems
  • Technology
  • Process
  • Fiduciary Standards
  • Design
Efficient Practice

Companies that integrate with Efficient Practice

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.

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Efficient Practice

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.