PractiFi’s platform combines clients’ financial goals, risk profile, cash flow, assets, debt and insurances into a single, unified view, while offering integrations with a wide variety of partners to help advisors strengthen their business ecosystems. By joining forces with PractiFi, advisors can view all of their Orion Accounts and Holding information from within the PractiFi client record and summarize account performance instantly in the Insights Dashboard.
Orion integrates with PractiFi via our Salesforce App to provide the same great features within Practifi. The combination provides data syncing, household and account data on Practifi records, along imbedded Insight tiles and deep, contextual links.
Practifi on the Salesforce AppExchange
Integration Points:
- Real-time PractiFi account details – such as balance, positions, and transactions – viewable in Orion Connect.
- Account level data connection including account details, balances, and holdings.
- Orion Insight widgets available within PractiFi.
- Orion Reports accessible within PractiFi from a Household record.
- Orion provides PractiFi access to Household data through our API.
