Practifi - 2026 Pricing, Features, Reviews & Alternatives

Practifi is a cloud-based business management platform and CRM built for wealth management firms, hosted on the Salesforce platform with no separate Salesforce subscription required. It consolidates client data, pipeline management, workflow automation, compliance monitoring, business intelligence, and AI-powered tools into a single system. Available in two product configurations, Naya offers a configurable CRM for firms that want to shape technology around their operating model, while Sentir is an AI-native CRM with AI capabilities at its core. Regional data centers across the US, Canada, and Australia support firms operating in those markets. Target industries include registered investment advisory (RIA), independent broker-dealer (IBD), multi-family office (MFO), and broader wealth management and financial advice sectors, serving firms from independent practices to large enterprises managing multiple divisions and hundreds of advisors.

The platform delivers role-based apps for advisors, client service teams, compliance, management, business development, data management, and marketing. Pre-built workflows cover account openings, annual client reviews, and money movements. Real-time dashboards track team productivity, sales performance, and revenue. Client activity is logged across emails, documents, meetings, and notes. An open API connects to more than 3,000 integrations, and a sandbox environment supports upgrade testing and staff training. A cybersecurity add-on (Protect) provides encryption at rest and audit support. Compliance infrastructure includes built-in recordkeeping, supervisory workflow controls, approval routing, and documentation tracking aligned to SEC, FINRA, ASIC, and other regulatory frameworks.

Practifi Intelligence is an AI add-on suite built natively into the CRM. Key capabilities include AI Notetaker, which joins Zoom or Microsoft Teams calls via Outlook integration to capture audio, generate transcripts, and produce formatted meeting summaries stored as Smart Notes; Follow-up Assistant, which analyzes meeting summaries to identify action items and auto-generate tasks with context, suggested deadlines, and recommended assignees; Meeting Intelligence, which classifies meeting topics and detects sentiment per conversation; Chat, a conversational AI interface for querying client relationship data in plain language; Smart Process Builder, which converts plain-language descriptions into automated workflows; Smart Component Builder, which allows administrators to create CRM UI components without technical expertise; and Relationship Intelligence, which surfaces patterns across client interactions to support proactive outreach. AI capabilities are available under Relationship Intelligence or Admin Intelligence license tiers. Every subscription includes guided onboarding, a dedicated Client Success Manager, an e-learning platform (PractifiU), and a knowledgebase.