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

Last updated: 10-23-2023

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.