Client portals
Create a tailored client starting point for onboarding, reviews, documents, appointments and service requests around agreed Practifi data.
Practifi integration for wealth firms
Extend Practifi without duplicate data.
Build the missing client or staff experience around Practifi and the rest of your advice technology.
Useful extensions around Practifi.
Role-specific workspaces
Give advisers, operations and leadership focused views of the work relevant to them without introducing another CRM.
Service workflows
Connect client requests, approvals, tasks and follow-ups to the right Practifi records and process states.
Forms and data capture
Pre-fill known information, collect changes and route sensitive updates through a controlled review path.
Adjacent-system integration
Connect document, planning, portfolio, marketing or reporting tools through a supported Practifi or Salesforce API pattern.
Operational reporting
Build clear views of service progress, workflow bottlenecks, client actions and incomplete work.
System boundary
Decide who owns what before building.
Practifi
Provides the wealth-management CRM product, standard features, supported APIs, integrations and platform support.
Luminair
Designs the custom experience and builds the agreed portal, workspace, automation or integration around Practifi.
Your firm
Owns the operating process, data decisions, licenses, access, approvals, acceptance testing and internal adoption.
Practifi remains the client and relationship hub.
Luminair should not create a parallel CRM. The integration maps each client, household, entity, task and approval to the correct Practifi record, with a deliberate path for errors and human review.
A client service request from portal to completion.
This representative flow shows the boundary. Your Practifi data model and process determine the final implementation.
Client request
A client uses the portal to update a goal, request service or provide information and supporting documents.
Practifi context
The request is linked to the correct client, household, entity or workflow record using the agreed API and data model.
Staff decision
The right team sees the request, required checks, approval state, due date and next owner in a focused workspace.
Client confirmation
The client receives a clear outcome or next action while the firm retains an auditable process record.
Start with the Practifi capability you already own.
Use Practifi capability first
Practifi already provides wealth-specific CRM, workflow, role and integration capability. Existing features should be evaluated before custom work.
Add the firm-specific layer
Custom software is useful where the firm needs a differentiated client experience or an operating surface spanning several systems.
Design within platform limits
Sandbox access, API choice, call limits, permissions and packaged Practifi behavior are verified before the design is finalised.
Open integration options, with the implementation boundary checked first.
Practifi publishes platform API guidance and an integration ecosystem. Luminair scopes against the current product, your licensed org and the supported method for the records involved rather than assuming every Salesforce connection is available.
A safe integration path
Start with one complete flow, then expand.
Map ownership
Agree which system owns each record, action and approval.
Prove access
Confirm the supported API, permissions, sandbox and vendor constraints.
Build one flow
Deliver the smallest complete client or staff workflow first.
Test and launch
Run business acceptance, security checks, training and release readback.
Focused integration work commonly starts at $7k-$12k + GST.
Connected portals or staff applications commonly cost $25k-$45k + GST. Access, data quality, security and workflow complexity determine the final scope.
Practifi integration questions, answered plainly.
Is Practifi built on Salesforce?
Yes. Practifi is built on Salesforce infrastructure and exposes Practifi and Salesforce API options. The correct interface depends on the records and workflow involved.
Does Luminair replace Practifi?
No. Practifi remains the CRM and source for the agreed client, relationship and workflow information.
Can Luminair create a custom Practifi client portal?
Yes, where the firm needs a more tailored journey or connected service experience than its current standard setup provides.
Can the integration update Practifi records?
Potentially. The permitted records, approval rules, API design and available licenses must be confirmed in the firm’s environment.
Can Luminair use the wider Salesforce ecosystem?
Potentially. Practifi is built on Salesforce, but every AppExchange product or Salesforce API choice still needs compatibility, permission and support checks.
What should we bring to the first call?
Bring one client or staff process that is not working well, the systems involved and the outcome the firm wants. A technical specification is not required.
Related advice technology integration pages.
Salesforce
Advice-firm workspaces and workflows built directly on Salesforce.
Explore SalesforceXplan
Custom onboarding, reviews and operations connected to Xplan.
Explore XplanProductRex
Connect product recommendation work to the wider advice workflow.
Explore ProductRexBring the process problem, not a technical brief.
Luminair is independent of Practifi. Daniel Rickard leads the scope, system boundary and delivery decisions, coordinating with your vendor or implementation partner where access and platform changes need to be agreed.