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Integrations

Practifi

Effortlessly manage client portfolios by linking Addepar accounts and holdings directly to Practifi.

Last updated: 07-23-2024

Unified client view

  • Reduce the need to switch between platforms by viewing your clients’ assets, holdings and liability information.

Track AUM growth

  • Track client, advisor, division and firm AUM growth by syncing clients’ assets to Practifi.

Monitor profitability

  • Identify your most profitable clients by bringing AUM and other key profitability metrics together in Practifi.

Sync performance metrics

  • Connect Addepar to your CRM to monitor performance over various time periods.