🤝 Practifi x Envestnet 🤝 Our partnership with Envestnet helps wealth management firms increase efficiency and improve the client experience. With our integration, advisory teams: ⏳ Save time by reducing data re-entry ⭐ Provide better services with data insights 💵 Can create and track propsals directly within Practifi New capabilities are available as part of Practifi Petit Verdot. Reach out to a member of our team to learn more.
