Practifi

Practifi is a Salesforce AppExchange Partner that has built a performance optimization platform specifically for the wealth management industry. Practifi supports automation of workflows, creation of clients, and advanced analytics built on the Salesforce platform and integrated with Envestnet. The integration includes client creation and maintenance, plus the ability to create a new proposal from the client record or view a list of existing proposals. 

Access to the Salesforce platform is embedded as part of the Practifi subscription.