Side by side
Meridian Planning vs Practifi
Both stand on financial advisor software. Which one you can start free with, which one lets you read the code, and what each costs once you pay.
Free trial
Meridian Planning brings tax workflows, advisory management, financial planning, and retirement income tools into one practice platform. Its monthly plans scale users and clients, while every plan includes the six listed modules.
Visit Meridian Planning
Paid AndroidAPIiPhone+1
Choose Practifi if your firm needs an adviser-focused CRM and values a choice between configurable Naya and AI-native Sentir. Naya starts at $135 a month; look elsewhere if you need a free plan or trial.
Visit PractifiThe facts
| Meridian Planning | Practifi | |
|---|---|---|
| Free plan | A free trial | No |
| Open source | Not published | Not published |
| Runs on | Not published | Android, API, iPhone, Web |
| Lowest paid plan | Founding Member rate: $49 a month | Practifi Naya: $135 a month |
| Plans published | 4 | 2 |
| Maker | Not published | Not published |
| Website | meridianplanning.app | practifi.com |
| On financial advisor software | #19 of 31 | #23 of 31 |
Meridian Planning: what it does well
- Eight-stage tax workflow
- Financial planning and retirement income tools
- All six named modules included
- Free trial available
- Customers can cancel anytime
What to know first
- No free plan
- Founding Member rate limited to first 25 customers
- Solo Advisor supports up to 75 clients
- Enterprise onboarding is custom
Practifi: what it does well
- Offers CRM products designed for advisers and wealth management firms.
- Sentir includes AI briefings, domain agents and meeting preparation.
- Naya provides unified client records and configurable workflows.
- Naya integrations connect through open APIs at no additional cost.
- Requires multi-factor authentication and supports configurable access controls.
What to know first
- There is no free plan or free trial.
- Naya pricing is tiered by firm size and configuration.
- Sentir launch pricing is only until Dec. 31 2026.
Alternatives to Meridian Planning Alternatives to Practifi The whole list