Practifi - INSART

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Practifi

Analytics, Broker-Dealer Platforms, CRM, Marketing

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Contacts
Products / Services
Integrations
Partnership
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About

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

Contacts

https://www.practifi.com/

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

https://twitter.com/PractiFI

Products / Services

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

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

Integrations

Integrations: 8

Partnership: 0

PreciseFP

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Envestnet | Tamarac

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PortfolioCenter (Envestnet | Tamarac)

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

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Integrations: 1

Partnership: 0

Eventbrite

Event Management

Eventbrite is a global self-service ticketing platform for live experiences that allows anyone to create, share, find and attend events...

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Partnership: 0

Google Apps / G Suite

Collaboration Tools, Communication Tools, Technology, Time Management

G Suite is a suite of cloud computing, productivity and collaboration tools, software and products developed by Google, first launched...

Integrations: 2

Partnership: 0

Google Calendar

Time Management

Google Calendar is a time-management and scheduling calendar service developed by Google. It allows users to create and edit events....

Integrations: 3

Partnership: 0

Google Drive

Content Management, Content Management, Document Management, Document Management

Google Drive is a file storage and synchronization service developed by Google. It allows users to store files on their...

Integrations: 1

Partnership: 0

3CX

Communication Tools

3CX is a global leader in business VoIP and Unified Communications (UC) technology. It offers customers a simple, flexible and...

Integrations: 9

Partnership: 0

Addepar

Account Aggregation, Analytics, Portfolio Reporting

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates...

Integrations: 1

Partnership: 0

ASANA

Collaboration Tools, Time Management

Asana helps teams organize and manage all of their work, from small projects to strategic initiatives. Headquartered in San Francisco,...

Integrations: 1

Partnership: 0

Astute Wheel

Financial Planning

Astute Wheel is an Australian-owned business providing financial planning client engagement tools and calculators to both the local market and...

Integrations: 1

Partnership: 0

Autopilot

Marketing

Autopilot is simple and visual marketing automation software trusted and loved by thousands of teams around the world. It helps...

Integrations: 2

Partnership: 0

Benjamin

Analytics, Communication Tools

Benjamin is the financial advisor industry’s premier cloud A.I. assistant which seamlessly integrates the software tools and data used by...

Integrations: 3

Partnership: 0

Calendly

Time Management

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Integrations: 1

Partnership: 0

Campaign Monitor

Marketing

Campaign Monitor is a global technology company that provides an email marketing platform that’s easy to use yet extremely powerful....

Integrations: 1

Partnership: 0

ComplaintsPro

Security, Technology

Complaints Pro is a cloud-based customer issue / quality assurance software that helps you handle every issue in a timely...

Integrations: 2

Partnership: 0

Conga

Document Management, Document Management, Security, Technology

Conga is the leader in end-to-end Digital Document Transformation. From collaboration and creation, through contract management and negotiation, to agreement...

Integrations: 7

Partnership: 0

Constant Contact

Marketing

Constant Contact, an Endurance International Group company and a leader in email marketing since 1995, provides hundreds of thousands of...

Integrations: 5

Partnership: 0

Copytalk

Communication Tools

Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency...

Integrations: 1

Partnership: 0

Cvent

Event Management

The Cvent Event Cloud offers software solutions to event planners and marketers for online event registration, venue selection, event management...

Integrations: 1

Partnership: 0

Dadadocs | PDFiller

Document Management, Document Management

The DaDaDocs integration by http://PDFfiller.com is a complete online document solution for editing, managing & sharing docs within your Salesforce...

Integrations: 1

Partnership: 0

DBAmp

Technology

With DBAmp, you can easily access your Salesforce objects using SQL Select, Update, Insert and Delete statements. Use SQL to...

Integrations: 4

Partnership: 0

Dropbox

Content Management, Content Management

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Integrations: 2

Partnership: 0

Egnyte

Content Management, Content Management

Egnyte transforms businesses through smarter content allowing organizations to connect, protect, and unlock value from all their content. Our Content...

Integrations: 1

Partnership: 0

Avaya

Communication Tools

Businesses are built on the experiences they provide, and every day millions of those experiences are built by Avaya. For...

Integrations: 4

Partnership: 0

Chicago Clearing Corporation (CCC)

Analytics

Chicago Clearing Corporation (CCC) is the securities and antitrust class action claims recovery specialist. Outsourcing to CCC eliminates the burden...

Integrations: 1

Partnership: 0

ActiveCampaign

Marketing

ActiveCampaign helps growing businesses meaningfully connect and engage with their customers. With our SaaS platform, we help businesses go beyond...

Integrations: 2

Partnership: 0

Agreement Express

Document Management, Document Management

Agreement Express is Software as a Service platform that automates the onboarding and underwriting processes for financial services firms. Developed...

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 7

Partnership: 0

BOX.com

Content Management, Content Management, Document Management, Document Management

Box is a popular cloud-based, file sharing solution, designed for use by enterprises to store business documentation and collaborate on...

Integrations: 4

Partnership: 0

DocuSign

Content Management, Content Management, Document Management, Document Management

DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign...

Integrations: 9

Partnership: 0

Envestnet

Financial Planning, Portfolio Management, Portfolio Reporting, Proposal Generation

Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology empowers enterprises...

Partnership

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