Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
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.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.