Spending time toggling between your portfolio and business management tools can be disruptive and time consuming. Instead, learn how integrating the two platforms can elevate your clients' experience.
In this webinar, we learned about three key benefits of our integration with Addepar:
- More comprehensive view of client's total AUM
- Greater visibility of Addepar portfolio holdings and assets
- Saves time with automatic one-way syncs from Addepar to Practifi
Spots are limited, so register for this free workshop today!
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*Product images displayed are of an older version of the platform. Practifi has since been updated.