Marsanne

Welcome to Practifi

• Introducing Practifi, apps & general navigation
• Understanding the home page
• App navigation
• Working with records
• Managing households, organizations & individuals

Release information

• Marsanne
• Syrah
• Gamay

Households, organizations and individuals

• Categorize and segment with Topics and Definitions
• Manage your firm's changing relationships with Definition Actions
• Understanding household and organization members
• Managing members and other relationships

Activities

• Logging calls, events and tasks in Practifi
• Logging emails in Outlook and Gmail

Financials

• Using the eMoney Integration
• Managing assets and liabilities
• Using the Envestnet Integration - Marsanne
• Using the Schwab Integration - Gamay
• Using the Envestnet Tamarac Integration - Marsanne
• Using the Addepar integration - Gamay

Document management

• Enabling the Egnyte Integration - Gamay
• Using the Egnyte Integration - Gamay

Integration setup

• Enabling the eMoney Integration

Technical information

• Enabling the Envestnet Integration - Marsanne
• Platform architecture
• Enabling the Addepar Integration - Marsanne
• Enabling the Schwab Integration - Gamay
• Data object and relationship overview