Partner Types

Technology

Tiers
Preferred Plus

Practifi

"Practifi's innovative business management platform integrated with Addepar unifies client data in a holistic view."

Practifi’s business management tools, combined with Addepar’s performance reporting expertise, give wealth managers a consolidated view of client information so they can focus on growing a relationship-oriented business. Through daily sync, advisors get the data they need to efficiently manage workflows and deliver fresh insights to their clients. Built on top of Salesforce Lightning, Practifi’s enhanced CRM dashboard helps advisors save time on routine tasks so they can deliver comprehensive, needs-based advice to every client.