Practifi + Formstack for Salesforce

Deliver efficiency, accuracy, and a modern client experience — all without leaving Practifi.

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Integration Overview

Empower wealth management firms to deliver a seamless, paperless client experience with the Formstack and Practifi integration. This partnership combines Formstack’s intuitive forms, document generation, and Signature tools with Practifi’s purpose-built CRM for financial advisors.

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Partner Overview

Practifi is the leading CRM purpose-built for wealth management.

Practifi works seamlessly with Formstack's leading forms, document automation, and digital signature solutions. Together, this provides wealth management advisors a single source for managing the end-to-end processes, including intake of new clients, generating client summaries and more.

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Use the integration to:

Deliver efficiency, accuracy, and a modern client experience — all without leaving Practifi.

Accelerate onboarding with digital client intake forms: Advisors can send pre-filled intake forms to new clients using existing Practifi data—clients complete them digitally, and all responses sync instantly back to Practifi, reducing delays and manual entry.
Standardize risk tolerance collection with guided forms: Advisors capture key regulatory information through customized forms that match firm policies. The data flows directly into Practifi, reducing compliance gaps and advisor lift.
Gauge client satisfaction with automated survey workflows: After key milestones (like annual reviews or onboarding), firms can send branded satisfaction surveys that help identify service improvements—all responses are stored in Practifi for trend analysis.
Simplify account maintenance with self-service update forms: Clients can securely update personal information—like mailing address or contact preferences—using pre-filled web forms, saving time for staff and keeping records accurate.

What You Need

An active Practifi environment and a Practifi administrator is required to install the Formstack Forms for Salesforce package.

Full setup guide is found here.

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How It Works

Formstack and Practifi work smoothly because both are built on the Salesforce platform. There are no external systems or complex connections — everything runs natively within Salesforce.

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Find Out More

Deliver efficiency, accuracy, and a modern client experience — all without leaving Practifi.

Request a Demo

Integration Overview

Partner Overview

Practifi is the leading CRM purpose-built for wealth management.

Formstack's leading forms, document automation, and digital signature solutions work seamlessly with Practifi. Together, this provides wealth management advisors a single source for managing the end-to-end processes, including intake of new clients, generating client summaries and more.

‍

Use the integration to:

Deliver efficiency, accuracy, and a modern client experience — all without leaving Practifi. By automating document creation from live Practifi data, advisors can prep for meetings faster, reduce manual tasks, and ensure every document is accurate and on brand.

Prepare for client meetings with automatically generated summaries: Advisors can generate up-to-date portfolio or household summaries in one click—pulled directly from Practifi data—ensuring they’re prepped and professional before every client interaction.
Send compliant notices of fee changes at scale: Easily generate personalized fee change notifications across multiple client accounts using existing Practifi data, reducing manual effort and ensuring consistent, compliant communication.
Automate engagement letters and service agreements: When onboarding a new client or updating service terms, firms can generate pre-filled engagement letters that are branded, accurate, and logged directly to the client’s record in Practifi.
Maintain audit-ready records with version-controlled documents: Each time a document is generated—whether it's a financial summary, disclosure, or correspondence—it’s automatically saved in Practifi, enabling easy retrieval and compliance oversight.

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What You Need

An active Practifi environment and a Practifi administrator is required to install Formstack's Documents for Salesforce package.

Full setup guide is found here.

‍

How It Works

Formstack and Practifi work smoothly because both are built on the Salesforce platform. There are no external systems or complex connections — everything runs within Salesforce.

‍

Find Out More

Deliver efficiency, accuracy, and a modern client experience — all without leaving Practifi.

Request a Demo

Integration Overview

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Try It Free

Partner Overview

Practifi is the leading CRM purpose-built for wealth management.

‍

Use the integration to:

Deliver efficiency, accuracy, and a modern client experience — all without leaving Practifi.

‍

Speed up internal approvals without extra costs: From compliance reviews to HR onboarding, internal teams can route documents for signature using Formstack Sign—without worrying about hitting envelope limits or incurring extra charges.
Standardize employee and advisor agreements: Easily send NDAs, compensation plan acknowledgments, or policy attestation forms for e-signature across the firm. Keep everything trackable, timestamped, and securely stored—without envelope restrictions.
Streamline advisor licensing and compliance attestations: Firms can simplify recurring signature needs (like Form ADV acknowledgments or branch compliance certifications) using reusable templates, signed with Formstack Sign at no additional cost.
Collect approvals for marketing and disclosure documents: Empower teams to move faster by routing marketing materials or disclosure language through internal sign-off processes—keeping everything compliant, centralized, and cost-effective.

What You Need

An active Practifi environment and a Practifi administrator is required to install Formstack.

‍

How It Works

Find Out More