Practifi Technology Stack

Addepar is a cloud-based platform connecting a user's financial data in a single repository.

BlackLine Financial Close Management solution comprises a number of products to help streamline and control the entire financial close process. The app provides a way to improve accounting workflows, and to produce financial and regulatory reporting that meets compliance audibility.

Envestnet provides technology-enabled investment and practice management solution to financial advisors.

Microsoft Invoicing is an online & mobile invoicing solution which allows users to create & send PDF format invoices to customers and accept payments via Pay.

Money Guide Pro is a financial planning software solution.

Adobe Illustrator is a vector graphics editor.

Agreement Express is a contract management software platform that enables organizations to completely automate or dramatically accelerate documents through every bottleneck in their process.

eFileCabinet is a paperless office and document management solution designed to meet the needs of multiple industries through cloud or on-premise deployment.

Egnyte is an enterprise file sharing & collaboration tool that allows users to securely access, share, & collaborate with colleagues & partners from any device.

G Suite is a suite of apps from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data.

Slack is a single workspace that connects users with the people and tools they work with everyday, no matter where they are or what they do.

Asana is a task & project management solution for teams. Asana users can share, plan, organize & track the progress of the tasks that each member is working on. 

Brafton is a content marketing agency developing content strategies for businesses.

GlobeNewswire is an American press release distribution company, headquartered in Los Angeles, California.

Google Tag Manager helps marketers control the end-to-end process of adding website tags.

HubSpot offers a full platform of marketing, sales, customer service, and CRM software.

HubSpot's marketing software is a scalable, all-in-one platform for inbound marketing, combining content marketing, marketing automation, social media, analytics, and more, for marketing teams of all sizes to grow traffic, convert leads and track customers, all in one place.

AWS Route53 is a Cloud DNS service helps in customers to route end user requests to internet applications.

Cloudflare mitigates threats from website scraping to application level attacks e.g. SQL Injection and DDOS Protection without any additional hardware.

Cloudflare Content Delivery Network (CDN) is a geographically distributed group of servers that ensure fast delivery of Internet content, including HTML pages, JavaScript files, stylesheets, and images.

GitHub is a place to share code with friends, co-workers, classmates, and complete strangers, helping individuals and teams to write faster, better code.

Typeform is the versatile data collection tool that makes asking easy and answering fun, whether it's forms, quizzes, surveys, or something completely new.

Vimeo PRO is a business video hosting platform.

Yoast offers plugins to improve SEO and optimize web sites and blogs.

YouTube is a video sharing service where users can watch, like, share, comment and upload their own videos. The video service can be accessed on PCs, laptops, tablets and via mobile phones.

A framework for creating web applications.

Gravatar is a service for providing globally unique avatars and was created by Tom Preston-Werner. It is owned by Automattic, having integrated it into their WordPress.com blogging platform.

Hypertext Markup Language (HTML) is the standard markup language for documents designed to be displayed in a web browser. It can be assisted by technologies such as Cascading Style Sheets (CSS) and scripting languages such as JavaScript.

JavaScript is the programming language of HTML and the Web.

Modernizr is a JavaScript library which is designed to detect HTML5 and CSS3 features in various browsers, which lets JavaScript avoid using unimplemented features or use a workaround such as a shim to emulate them. Modernizr aims to provide this feature detection in a complete and standardized manner.

Nginx is a web server which can also be used as a reverse proxy, load balancer, mail proxy and HTTP cache.

PHP: Hypertext Preprocessor is a server-side scripting language designed for Web development, but also used as a general-purpose programming language. PHP code may be embedded into HTML code, or it can be used in combination with various web template systems, web content management systems, and web frameworks.

Engage is a cloud-based messaging app for instant, 1 to 1 sales on the web.

HubSpot Forms are easy to build with drag & drop interface, users can add forms to HubSpot landing pages, or embed them on any website page.

Zendesk is a cloud-based customer service software solution trusted by over 40,000 organizations worldwide. Companies such as Groupon, Box, and Zappos are using Zendesk to lower costs, raise productivity, and increase customer satisfaction. Loved by both customer service teams and their customers for its beautifully simple interface.

Gmail is a free, advertising-supported email service offered as part of Google's G Suite, with 15GB of storage, color-coded inbox filters and unsend button.

Mandrill is a scalable and affordable email infrastructure service, with all the marketing friendly analytics tools they come to expect from MailChimp.

Zoom is a scalable, cloud based video conferencing & web conferencing platform enabling online meetings, webinars, file sharing, group messaging and more.

Google Analytics allows users to measure sales & conversions, plus gain fresh insights into how visitors use sites, & how they arrived on site.

LearnUpon is a modern cloud-based LMS that allows organizations to quickly and easily train their employees, partners, and customers.Customers include DocuSign, Citrix, Snagajob and CoderDojo. Their customers are up and running, delivering courses within hours of sign-up. An intuitive UI matched with unrivalled 24/7 customer support has resulted in LearnUpon becoming the world’s leading cloud based LMS.

Lever is a modern, collaborative recruiting platform that powers a more human approach to hiring. Lever focuses on the candidate-company relationship and delivers unique insights into companies' talent. It streamlines the hiring process by integrating with Google apps to make hiring efficient and easy.

Mercer (US) Inc provides human resource consulting services for the employers. Its services include compensation, employee benefits, communication, human capital strategy, investment consulting, and program administration.

Microsoft Exchange Archiving is a cloud-based, enterprise-class archiving solution that helps clients to solve archiving, compliance, regulatory, and eDiscovery challenges.

WooCommerce is an eCommerce plugin for Wordpress