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Practifi

practifi.com

From $135/mo WebiOSAndroidAPI
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Spec score 7.5 #21 of 31 in Financial Advisor Software

Spec sheet

Purpose
Practifi provides CRM solutions purpose-built for registered investment advisers and wealth management firms.Read 29 Sep 2026 · practifi.com
API
Practifi offers a REST API that uses OAuth 2.0 authentication and is built on the Salesforce Lightning Platform REST API.Read 29 Sep 2026 · developer.practifi.com
Integrations
Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost.Read 29 Sep 2026 · practifi.com
Security
Practifi requires multi-factor authentication for user logins and supports configurable access controls and session timeouts.Read 29 Sep 2026 · practifi.com
Compliance
Sentir states that each AI output is cited and logged, and that existing Salesforce permissions are enforced before AI accesses information.Read 29 Sep 2026 · practifi.com
Support
Practifi describes its team as providing ongoing support and links customers to the Practifi Success support center.Read 29 Sep 2026 · practifi.com
Headquarters
Chicago, Illinois, United StatesRead 28 Sep 2026 · practifi.com
Founded
2013Read 28 Sep 2026 · practifi.com
Company history
Practifi was founded in 2013 in Sydney, Australia.Read 29 Sep 2026 · practifi.com
Infrastructure
Practifi is built on Salesforce infrastructure, with data stored in Salesforce data centers in the US, UK, Canada, Australia, and New Zealand.Read 29 Sep 2026 · practifi.com
Naya features
Naya provides unified client records, pre-built workflows, role-specific views, and configurable workflows.Read 29 Sep 2026 · practifi.com
Offices
Practifi lists offices in Sydney, Australia, and Chicago, United States.Read 29 Sep 2026 · practifi.com
Product options
Sentir is an AI-native CRM, while Naya is a configurable CRM designed to support firms adopting AI on their own terms.Read 29 Sep 2026 · practifi.com
Sentir features
Sentir includes AI client briefings, domain agents, meeting preparation, a prioritized Noticeboard, and project management views.Read 29 Sep 2026 · practifi.com

Plans and prices

Practifi Naya $135 a month Tiered by firm size and configuration · Add-on functionality available Read 29 Sep 2026 · practifi.com
Practifi Sentir $195 a month Launch pricing only until Dec. 31 2026 · One product, one price, all in Read 29 Sep 2026 · practifi.com

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