Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Salesforce-based CRM purpose-built for wealth management firms and their client relationships.
Description
Practifi provides a CRM built on Salesforce and purpose-built for wealth management, helping advisory firms manage client relationships, workflows, and pipeline with reporting tailored to the advice business.
Integrations
Practifi has 33 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Advisor360 Level 3
- Bento Engine Level 4
- Black Diamond Level 3
- Box Level 3
- ByAllAccounts Level 4
- Citrix ShareFile Level 3
- DocuSign Level 2
- Dropbox Level 2
- Egnyte Level 4
- eMoney Advisor Level 4
- Fidelity Wealthscape Level 4
- Flourish Cash Level 4
- FMG Suite Level 3
- Google Calendar Level 3
- GReminders Level 4
- HubSpot Level 4
- Jump Level 3
- Mailchimp Level 3
- MoneyGuide Level 4
- MyRepChat Level 3
- OnBord Level 3
- Orion Advisor Services Level 3
- PreciseFP Level 3
- Pulse360 Level 4
- RingCentral Level 3
- Salesforce Level 5
- Schwab Advisor Center Level 4
- SharePoint Level 2
- Tamarac Level 4
- Zocks Level 3
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Built with an API platform such as Postman, WSO2, Swagger, etc.?, Provides code samples in one language
Developer sandbox URL
No
