Practifi + Milemarker Integration

Practifi + Milemarker Integration | Own Your Data

Connect Practifi and Milemarker to Power Relationship-Centric Operations

Set Up Your First Integration

Connect Practifi, the business management platform built specifically for financial services firms, with Milemarker to automate workflows, synchronize client data, and centralize operational visibility across your organization.

Milemarker integrates directly with Practifi to unify client records, pipeline tracking, and business processes across your entire tech ecosystem. Automate relationship workflows, trigger internal tasks, and keep systems aligned in real time.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A new client or household added to Practifi
An opportunity reaching a specific stage in your pipeline
A task or process milestone completed within Practifi

Add Your Action

An Action is what Milemarker does in response—like:

Syncing updated client data to your CRM, portal, or analytics platform
Triggering onboarding workflows or compliance reviews
Notifying key team members of important client events or process updates

You're Connected!

Once connected, Milemarker ensures every update in Practifi flows seamlessly into your firm’s workflows—powering proactive service delivery, reducing manual entry, and driving data-driven decisions across teams.

⚙️ Supported Data and Workflow Channels via Practifi

- Client & Household Profiles
- Pipelines, Opportunities & Stages

- Tasks, Notes, Documents
- Business Processes & Compliance Activities

Why Choose Milemarker?

Built for Advisors

Perfect for relationship-driven firms with complex client workflows

End-to-End Visibility

Keep all departments aligned around real-time client data

Secure & Scalable

Designed to handle the compliance and data scale of growing firms

Supercharge Your Advisory Business with Practifi + Milemarker

If your firm uses Practifi to manage client relationships and business performance, Milemarker ensures your entire operations stack stays in sync—enhancing service delivery, automating critical workflows, and driving firm-wide efficiency.

Let’s connect Practifi and Milemarker today.