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Wealth & Private Banking › Portfolio & Wealth Management › client-reporting
Practifi
A configurable business management platform designed for wealth management firms.
Overview
Practifi provides a business management platform tailored for wealth management firms, integrating client reporting with operational workflows.
The platform offers configurable tools to streamline client relationship management, reporting, and compliance processes.
Practifi is built on Salesforce, enabling seamless integration with CRM and other financial services technologies.
Key Features
- + Configurable client reporting dashboards
- + Integration with Salesforce CRM
- + Workflow automation for client servicing
- + Compliance and regulatory tracking
- + Data aggregation from multiple financial sources
- + Customizable business process management
Integrations
SalesforceMorningstarOrionRedtail
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