Solution introduction
Amplify the value of your advice with client portals
The advice you provide is invaluable. By bringing together your client’s most important financial information into a single, integrated hub, Practifi Portals help amplify the value of your advice from anywhere
A single, integrated hub for your clients
While many investors have to navigate through multiple platforms to make decisions about their finances, Practifi Portals display your clients’ important financial information in a single, integrated hub that’s accessible from any device.
Increase transparency
Exhibit how and where you’re investing their assets, display portfolio performance and show real-time account balances.
Improve engagement
Enhance communication by minimizing it, send reminders about upcoming events and provide relevant webinars and guides.
Amplify value
Notify clients of significant market trends, share financial plans and show what you’re doing to make sure their goals are on track.
