---
title: Practifi Recorded Webinar | Addepar + Practifi
description: Instead, learn how integrating Addepar and Practifi can elevate your clients' experience.
---

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#### \[Webinar\] Addepar + Practifi

# Bridging the Gap Between Portfolio Management and Client Service

#### Previously Recorded\*

![Copy of Addepar + Practifi](https://go.practifi.com/hs-fs/hubfs/Copy%20of%20Addepar%20+%20Practifi.png?width=480&height=60&name=Copy%20of%20Addepar%20+%20Practifi.png "Copy of Addepar + Practifi")

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! 

**Submit your details to access the recording.**

#### Speakers:

![Screen Shot 2020-03-04 at 11.35.55 AM](https://go.practifi.com/hubfs/Screen%20Shot%202020-03-04%20at%2011.35.55%20AM.png "Screen Shot 2020-03-04 at 11.35.55 AM")

 

 

\*Product images displayed are of an older version of the platform. Practifi has since been updated.

Practifi is the business management platform for financial advice. Built on the Salesforce platform, the world's #1 enterprise cloud, Practifi is secure, reliable and massively scalable. Our team of industry experts are passionate about your success. We're built for growth.

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##### Overview

- [Features](https://www.practifi.com/features)
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##### Resources

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- [Videos](http://www.practifi.com/videos)
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- [E-Book](https://go.practifi.com/built-for-growth-guide)
- [Support](https://success.practifi.com)
- [Practifi API](https://developer.practifi.com/docs/api/)

##### Company

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