AdvisorShelf / Connections / Practifi
What connects to Practifi
Software that connects to Practifi
8 of the 77 tools we list name a connection to Practifi on their own site: 1 planning tool and 7 AI tools. Practifi's own site names 8 companies and products it connects to (its profile counts each listed connection separately). Here is which way data moves for each, and where we read it.
Which way data moves, as each tool describes it
Sends data to PractifiTakes data from PractifiTwo-way, in the vendor's wordsSend data to Practifi (1)
Finmate AI
PractifiTake data from Practifi (2)
JumpMoneyGuide Data in and out (1)
Direction not stated (2)
Named only (2)
The rule: every tool we list that names a live connection to Practifi, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.
What Practifi's own site lists
Custodians (2)
| Connects to | What Practifi's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| Pershing | Takes data from and sends data to Pershing
|
See what connects to Pershing | Checked on the vendor's site · Oct 6 |
| Schwab | Sends data to Schwab
|
See what connects to Schwab | Checked on the vendor's site · Oct 6 |
Other software (4)
| Connects to | What Practifi's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| Addepar | Takes data from Addepar
|
See what connects to Addepar | Checked on the vendor's site · Oct 6 |
| Black Diamond | Two-way with Black Diamond
|
See what connects to Black Diamond | Checked on the vendor's site · Oct 6 |
| Orion | Two-way with Orion
|
See what connects to Orion | Checked on the vendor's site · Oct 26 |
| Tamarac | Takes data from and sends data to Tamarac
|
See what connects to Tamarac | Checked on the vendor's site · Oct 6 |
Planning tools (2)
| Connects to | What Practifi's site says | Does the other side list it? | Where we read it |
|---|---|---|---|
| MoneyGuide | Sends data to MoneyGuide
|
Both sides list it, same direction |
Checked on the vendor's site · Oct 6 |
| Xplan | Data moves with Xplan; the vendor doesn't say which way
|
Checked on the vendor's site · Oct 6 |
Planning tools that connect to Practifi
| Tool | What the tool says the connection does | Where we read it | What one person pays a month (our sum) |
|---|---|---|---|
Takes data from Practifi
|
Checked on the vendor's site · Oct 6 |
$166.67 a month for one person |
AI tools that connect to Practifi
| Tool | What the tool says the connection does | Where we read it | What one person pays a month (our sum) |
|---|---|---|---|
Names Practifi, with no detail
|
Checked on the vendor's site · Oct 13 |
Free for one person | |
Sends data to Practifi
|
Checked on the vendor's site · Oct 13 |
$39 a month for one person | |
Data moves with Practifi; the vendor doesn't say which way
|
Checked on the vendor's site · Oct 13 |
$42 a month for one person | |
Data moves with Practifi; the vendor doesn't say which way
|
Checked on the vendor's site · Oct 13 |
$67 a month for one person | |
Takes data from Practifi
|
Checked on the vendor's site · Oct 13 |
$100 a month for one person | |
Takes data from and sends data to Practifi
|
Checked on the vendor's site · Oct 13 |
||
Names Practifi, with no detail
|
Checked on the vendor's site · Oct 13 |
Before you rely on a connection
- Ask whether the connection is in the plan you'd buy, or costs extra.
- Ask how often data moves: as it changes, once a day, or when someone clicks.
- Single sign-on saves a login. Ask whether any data moves with it.