Practifi Pricing Overview

Sentir is Practifi’s AI-native CRM for wealth management that is built on compliant, enterprise-grade foundations. With AI incorporated by design, not bolted on, its agentic workforce lives across every client record, every workflow, and every interaction. From the moment you log in, your CRM is already working.

Full CRM functionality including client records, workflows, and reporting, designed for AI
A workforce of AI agents across specialist domains
Compliance, security, and governance controls built in
Native AI Notetaker for virtual and in-person meetings
Email sync, project management, and more built-in
Full, permissioned functionality for the entire team
Firm access to the Practifi MCP
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Naya is Practifi’s configurable, AI-compliant wealth management CRM built around the data model, workflows, and relationship architecture advisory firms actually use. It transforms how financial professionals connect with and grow their client base by surfacing key insights, automating critical workflows, and enabling the highly personalized experiences that fortify relationships. With Naya, firms have access to the operational foundation to run efficiently today and the flexibility to build on it as they grow.

Full CRM functionality that provides a unified, detailed view of every client
Enterprise workflow engine with pre-built workflows for account openings, annual client reviews, and more
Connect with the best tools available at no additional cost with our open API
Enterprise-grade infrastructure that scales from boutique to enterprise
Role-specific views for advisors, ops, and leadership
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