Practifi review

Practifi sells two CRMs for RIAs on the same infrastructure. Naya is the configurable option at $135 per user per month, tiered by firm size and configuration, with an enterprise workflow engine, pre-built workflows for account openings and annual client reviews, role-specific views for advisors, operations and leadership, and an open API for connecting other tools at no extra cost. Sentir is the AI-native option at $195 per user per month as launch pricing until December 31, 2026, and bundles AI agents, AI briefings that summarize the client picture, a native AI Notetaker and email sync in one price. The depth of configuration is the reason to choose Practifi, and also the reason it takes more setup than Wealthbox or Redtail. Small firms will pay roughly double the per-user price of the advisor CRMs above it on cost, so Practifi fits best once a firm has dedicated operations staff.

Who it is for

Growing RIAs that need configurable workflows

Price

Naya from $135 per user per month, tiered by firm size; Sentir $195 per user per month launch pricing until December 31, 2026.

$135 /user/month Tiered by firm size and configuration
Quoted from the vendor pricing page on November 12, 2026.

Key features

• Enterprise workflow engine with pre-built workflows for account openings and annual client reviews
• Configurable by role, team and workflow, with role-specific views for advisors, ops and leadership
• Open API to connect other tools at no additional cost
• Sentir adds AI agents, AI briefings and a native AI Notetaker for virtual and in-person meetings
• Compliance, security and governance controls

Strengths and weaknesses

• Strength: Pre-built workflows for account openings and annual client reviews
• Strength: Sentir is one price with no add-ons
• Strength: Configuration, workflows and data carry over when moving between Naya and Sentir
• Weakness: Naya starts at $135 per user per month, about twice Wealthbox Basic
• Weakness: Naya pricing is tiered by firm size and configuration, so the final price needs a quote
• Weakness: Sentir's $195 price is launch pricing that ends December 31, 2026

Key facts

• Products: Naya, Sentir
• Sentir price: $195 per user per month, launch pricing until December 31, 2026
• Built for: RIAs, from boutique to enterprise

Where it ranks

Practifi is No. 4 in our Best CRM for Financial Advisors verdict.