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Practifi

Powered by Salesforce Lightning, Practifi’s industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need to scale.

RIAs, IBDs & MFOs now have a system to unify their business from client interactions, compliance detail, and sales targets to revenue. Centers-of-influence, partners and providers are also managed with powerful automation and analytics alongside an ecosystem of leading partners.

Whatever your growth story, Practifi helps you by:

  • Supporting the growth of your team as you scale
  • Delivering efficiency through automation to grow margin
  • Identifying opportunities to grow client wallet share
  • Extending your reach by growing centers-of-influence
  • Growing the wealth of your clients

Backed with powerful workflow automation, deep management reporting and global insights, Practifi is the new benchmark for CRM-based systems in financial advice.

Website

https://www.practifi.com/

Contacts

https://www.linkedin.com/company/practifi/

https://twitter.com/PractiFI

Practifi
  • CRM
  • Calendar/Reminder System
  • Contact Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Generation
  • Lead Management
  • Marketing Automation
  • Mobile Access
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Task Management
  • Territory Management
  • Workflow Management
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.
#Communication Tools
ActiveCampaign
ActiveCampaign
ActiveCampaign gives you the email marketing, marketing automation, and CRM tools you need to create incredible customer experiences.
#Marketing
Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.
#Portfolio Reporting #Account Aggregation #Analytics
Agreement Express
Agreement Express
Agreement Express is the leading client onboarding automation provider for financial services.
#Document Management
Asana
ASANA
With Asana, remote teams can organize projects, manage shifting priorities, and get work done.
#Collaboration Tools #Time Management
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.
#Financial Planning
Autopilot
Autopilot
Autopilot is simple and visual marketing automation software trusted and loved by thousands of teams around the world.
#Marketing
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.
#Communication Tools
Benjamin
Benjamin
Benjamin is the world’s first A.I. assistant created for advisors by advisors.
#Analytics #Communication Tools
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.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
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.
#Document Management #Content Management
Calendly
Calendly
Calendly, a powerful yet simple automated scheduling tool, takes the work out of connecting with others so you can accomplish more.
#Time Management
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.
#Marketing
Chicago Clearing Corporation
Chicago Clearing Corporation (CCC)
Chicago Clearing Corporation (CCC) is the securities and antitrust class action claims recovery specialist.
#Analytics
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.
#Technology #Security
Conga
Conga
Conga is the leader in end-to-end Digital Document Transformation.
#Document Management #Security #Technology
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.
#Marketing
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.
#Communication Tools
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.
#Event Management
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.
#Document Management
DBAmp
DBAmp
With DBAmp, you can easily access your Salesforce objects using SQL Select, Update, Insert and Delete statements.
#Technology
DocuSign
DocuSign
DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements.
#Document Management #Content Management
Dropbox
Dropbox
Dropbox is the world’s first smart workspace that helps people and teams focus on the work that matters.
#Content Management
Egnyte
Egnyte
Egnyte is a secure content platform built specifically for business
#Content Management
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
#Portfolio Management #Financial Planning #Portfolio Reporting #Proposal Generation
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
Eventbrite
Eventbrite
Eventbrite is a global self-service ticketing platform for live experiences that allows anyone to create, share, find and attend events that fuel their passions and enrich their lives.
#Event Management
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.
#Risk Profiling
G Suite
Google Apps / G Suite
G Suite is a suite of cloud computing, productivity and collaboration tools, software and products developed by Google.
#Technology #Collaboration Tools #Communication Tools #Time Management
Google Calendar
Google Calendar
Google Calendar is a time-management and scheduling calendar service developed by Google.
#Time Management
Google Drive
Google Drive
Google Drive is a file storage and synchronization service developed by Google.
#Content Management #Document Management
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
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.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Portfolio Management #Trading #Investment Research #Portfolio Reporting #Retirement Planning #Health Insurance #Lending
PreciseFP
PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online
#Risk Profiling #Analytics #Compliance #Financial Planning #Document Management
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
#Rebalancing #Trading #Investment Research
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.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
Charles Schwab
Schwab Advisor Services
Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab.
#Custodial Platforms
ShareFile
ShareFile | Citrix
Citrix ShareFile is used by organizations of all sizes and across industries for its secure file sharing and collaboration tools.
#Document Management #Content Management
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,
#Broker-Dealer Platforms #Account Aggregation #CRM
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
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.
#Custodial Platforms #Rebalancing #Portfolio Management
Worldox
Worldox
Worldox is award-winning document management system for financial services companies.
#Document Management #Content Management
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.
#Account Aggregation #Analytics
Zapier
Zapier
Zapier gives people internet superpowers by letting them easily connect and automate the apps they use.
#Automation #Cybersecurity

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