No. 14 of 31 ·Financial Advisor Software

Practifi

Name: Practifi
Price: 135 USD

Web · Android · iPhone · API · paid plans from $135/mo

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Freedom report

Two barsScore 5.1

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

Practifi is ranked #14 of 31 in financial advisor software on Freedom251. It runs on Android, API, iOS, Web. There is no free plan. Paid plans start at $135/mo.

Practifi plans and pricing

All plans

Practifi Naya $135/mo Tiered by firm size and configuration · Add-on functionality available practifi.com · 29 Sept 2026

Practifi Sentir $195/mo Launch pricing only until Dec. 31 2026 · One product, one price, all in practifi.com · 29 Sept 2026

Compared on financial advisor software

Free plan: No
Paid from: $135/user/mo
Client portal: Yes
Compliance workflows: Yes

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The record

Purpose: Practifi provides CRM solutions purpose-built for registered investment advisers and wealth management firms.
Product options: Sentir is an AI-native CRM, while Naya is a configurable CRM designed to support firms adopting AI on their own terms.
Sentir features: Sentir includes AI client briefings, domain agents, meeting preparation, a prioritized Noticeboard, and project management views.
Naya features: Naya provides unified client records, pre-built workflows, role-specific views, and configurable workflows.
Integrations: Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost.
API: Practifi offers a REST API that uses OAuth 2.0 authentication and is built on the Salesforce Lightning Platform REST API.
Security: Practifi requires multi-factor authentication for user logins and supports configurable access controls and session timeouts.
Compliance: Sentir states that each AI output is cited and logged, and that existing Salesforce permissions are enforced before AI accesses information.
Infrastructure: Practifi is built on Salesforce infrastructure, with data stored in Salesforce data centers in the US, UK, Canada, Australia, and New Zealand.
Support: Practifi describes its team as providing ongoing support and links customers to the Practifi Success support center.
Company history: Practifi was founded in 2013 in Sydney, Australia.
Offices: Practifi lists offices in Sydney, Australia, and Chicago, United States.
Founded: 2013
Headquarters: Chicago, Illinois, United States
Price from: $135/mo

Where it ranks on Freedom251

Best Financial Advisor Software in 2026#14 of 31
Best Financial Services CRM Software in 2026#18 of 28

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Sources

practifi.com· checked 29 Sept 2026
practifi.com/sentir/· checked 29 Sept 2026
practifi.com/pricing/· checked 29 Sept 2026
practifi.com/naya/· checked 29 Sept 2026
developer.practifi.com· checked 29 Sept 2026
practifi.com/security/· checked 29 Sept 2026
practifi.com/company/press-releases/practifi-appoint· checked 29 Sept 2026
practifi.com/company/about-us/· checked 29 Sept 2026