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Practifi's role-based dashboards help advisors gain instant insights and stay on top of important deliverables. Advisors can easily take action by completing open tasks, prepare for upcoming meetings and view any Schwab related alerts directly from their dashboard.
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Save some time in your day by transferring contacts from Practifi client records directly to Schwab with our automatic contact push.
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Experience a seamless transition between Practifi and Schwab by initiating the Digital Account Opening wizard directly from Practifi.
Product Description
About this Product
Practifi is the business management platform powering growing financial advice firms around the world.
- Build better client relationships and scale sustainably by automating processes, streamlining services, growing pipeline and managing compliance in one integrated platform
- Leverage 3,000+ integrations through the Salesforce Appexchange while simultaneously leveraging deep partnerships with industry leading platforms
- Enable Advisor, Client Service, Marketing, Compliance and Management teams with apps made specifically for each role within large advisory firms
About Practifi
RIAs, IBDs and MFOs now have an exciting alternative to their existing CRM. Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need to scale.
With offices in Sydney and Chicago and a growing client base across North America and APAC, Practifi is setting a new global benchmark for CRMs in financial advice.
Product Details
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.