Home / Integrations / Practifi
AI tools that integrate with Practifi
6 tools name Practifi as an integration on their own website. Integration depth varies, so confirm sync direction and fields with the vendor.
Compared
| Tool | Public pricing | Integrations | Security / compliance claims | Visit |
|---|---|---|---|---|
| Meet: $100/advisor/mo (free trial offered). Onboard: $50/advisor/mo. Grow: $50/advisor/mo. ↗ jump.ai/pricing | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Schwab, Zoom, Microsoft Teams, Google Meet, HubSpot, Practifi, Holistiplan, Box, Zapier, Advyzon, Asset-Map, Slack, Webex ↗ jump.ai/integrations | SOC 2 Type II (security page); Says recording is optional, not required; Penetration testing and SSO mentioned on security page ↗ jump.ai/security | Visit | |
| Essentials $67, Professional $117, Ultimate $184 per user/mo billed annually ($80 / $140 / $220 billed monthly). Admin assistant seat $25/mo. ↗ zocks.io/pricing | Redtail, Wealthbox, Salesforce, Orion, Black Diamond, eMoney, RightCapital, Zoom, Microsoft Teams, Google Meet, Outlook, Gmail, HubSpot, Practifi, Holistiplan, Smarsh, Global Relay, Box, Egnyte, SharePoint, Zapier, Microsoft Dynamics, Webex, ChatGPT, Claude ↗ zocks.io/all-integrations | SOC 2 Type II (pricing FAQ); Says client conversations are never recorded; Says no LLMs hold or train on your data ↗ zocks.io/pricing | Visit | |
| Websites $199/mo. Marketing automation $199–$299/mo. Texting $99/mo. Bundles $199, $299 and $899/mo on annual terms, plus setup fees of $199–$499. ↗ snappykraken.com/pricing | Redtail, Wealthbox, Salesforce, Black Diamond, Practifi, Zapier, LinkedIn, SS&C ↗ snappykraken.com/integrations | SOC 2 Type 2; Says it has FINRA- and SEC-ready approval workflows and archiving ↗ snappykraken.com | Visit | |
| Small Firms $2,500/yr. One-time Lead Portfolio Analysis $10,000 (up to 2,000 prospects and clients). Enterprise tier for $5B+ AUM firms. ↗ catchlight.ai/pricing | Redtail, Wealthbox, Salesforce, Practifi ↗ catchlight.ai/integrations | None found | Visit | |
| Essentials from $69/mo (AI notetaking, scheduling, reminders, compliance). Next tier from $132/mo. ↗ greminders.com/pricing | Redtail, Wealthbox, Salesforce, Advyzon, HubSpot, Practifi, Outlook, Google Calendar, Zoom, Microsoft Teams ↗ greminders.com/integrations | Says 'GReminders and its Data Center Provider' meet ISO 27001 and SOC 1/2/3 Type II; HIPAA BAA available ↗ greminders.com/security | Visit | |
| No public pricing found on the vendor pages we checked (demo/quote). ↗ docupace.com | Redtail, Salesforce, Wealthbox, Practifi, Pershing, PreciseFP, Pulse360, OneDrive, SEI ↗ docupace.com/integrations | None found | Visit |
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