Practifi - PreciseFP

Practifi

Practifi is a business management platform designed for growing financial advice businesses around the world. Practifi allows financial advisors, family offices and broker-dealers to effortlessly manage their client relationships, monitor compliance and automate workflows, all through an elegantly designed interface. To learn more, visit practifi.com.

How does the integration work?

The integration with Practifi allows you to import and export client/prospect data. We integrate the majority of fields related with contacts and household information. Assets and Liabilities integrate bi-directionally with Practifi, while Cashflow and Goals are available only for export.

We provide an integration mapper that allows you to customize the information that integrates with Practifi. You’re able to add different account types and even integrate other custom objects from your Practifi account.

Read more in our knowledge base

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