Fintech Integration Marketplace

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

Practifi

Practifi is the business management platform for financial services. Built with a single-minded focus on growth, our industry solution helps advice firms manage clients, partners, providers and centres-of-influence all through a clean, intuitive interface.

Today’s leaders need access to real-time data on every aspect of the business. Practifi delivers a 360 degree view across complex industry and revenue data as well as everyday interactions like email, meetings, documents, SMS and calls. Automate workflows, integrate point solutions and build the advice business you’ve always imagined.

Practifi
  • CRM
Practifi

Companies that integrate with Practifi

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

3CX
3CX
3CX is a leader in business VoIP and Unified Communications (UC) technology.
ActiveCampaign
ActiveCampaign
ActiveCampaign gives you the email marketing, marketing automation, and CRM tools you need to create incredible customer experiences.
Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.
Asana
ASANA
With Asana, remote teams can organize projects, manage shifting priorities, and get work done.
Astute Wheel
Astute Wheel
Astute Wheel is an Australian owned fin-tech business providing financial planning software and estate planning tools for financial advisers, accountants and lawyers.
Autopilot
Autopilot
Autopilot is simple and visual marketing automation software trusted and loved by thousands of teams around the world.
Avaya
Avaya
Avaya elevates communications to the next generation of engagement, connecting organizations to their customers, workforce, and communities with secure, intelligent experiences that matter.
Benjamin
Benjamin
Benjamin is the world’s first A.I. assistant created for advisors by advisors.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Box.com
BOX.com
Box is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications.
Calendly
Calendly
Calendly, a powerful yet simple automated scheduling tool, takes the work out of connecting with others so you can accomplish more.
Campaign Monitor
Campaign Monitor
Campaign Monitor is a global technology company that provides an email marketing platform that’s easy to use yet extremely powerful.
Chicago Clearing Corporation
Chicago Clearing Corporation (CCC)
Chicago Clearing Corporation (CCC) is the securities and antitrust class action claims recovery specialist.
ComplaintsPro
ComplaintsPro
Complaints Pro is a cloud-based customer issue / quality assurance software that helps you handle every issue in a timely and efficient manner.
Conga
Conga
Conga is the leader in end-to-end Digital Document Transformation.
Constant Contact
Constant Contact
Constant Contact provides hundreds of thousands of small businesses around the world with the online marketing tools, resources, and personalized coaching they need to grow their business.
Copytalk
Copytalk
Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency in the recording of dictated client-meeting notes and the preparation & delivery of transcriptions.
Cvent
Cvent
Cvent is a leading meetings, events, and hospitality management technology provider with more than 4,000 employees, 30,000 customers, and 300,000 users worldwide.
DaDaDocs
Dadadocs | PDFiller
The DaDaDocs integration by http://PDFfiller.com is a complete online document solution for editing, managing & sharing docs within your Salesforce account.
DBAmp
DBAmp
With DBAmp, you can easily access your Salesforce objects using SQL Select, Update, Insert and Delete statements.
DocuSign
DocuSign
DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements.
Egnyte
Egnyte
Egnyte is a secure content platform built specifically for business
FinaMetrica
Finametrica
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships.
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
ShareFile
ShareFile | Citrix
Citrix ShareFile is used by organizations of all sizes and across industries for its secure file sharing and collaboration tools.
Skience
Skience
Skience powered by The Athene Group, is an industry-leading digital transformation platform for broker-dealers and RIAs that provides wealth managers with an efficient way to unify their technology, increase back-office and advisor productivity,
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
Fidelity
Wealthscape | Fidelity
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.
Worldox
Worldox
Worldox is award-winning document management system for financial services companies.
Envestnet Yodlee
Yodlee | Envestnet
Yodlee is the leading data aggregation and data analytics platform, enabling financial institutions and FinTech innovators to help their consumers live better financial lives through innovative products and services.
Zapier
Zapier
Zapier gives people internet superpowers by letting them easily connect and automate the apps they use.

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