Practifi
Intelligent CRM solutions for registered investment advisers and wealth management.
Practifi provides CRM software for wealth management firms, offering two products built on shared enterprise infrastructure and compliance controls. Sentir is an AI-native CRM with AI agents embedded throughout, while Naya is a configurable, AI-compatible CRM. Both products bring client data, workflows, service processes, and business intelligence into a single system, and Practifi states that configuration, workflows, and data carry forward if a firm moves from one product to the other.
Sentir includes a workforce of AI agents across specialist domains, AI-powered client briefings, a native AI Notetaker for virtual and in-person meetings, email sync, project management, and compliance, security, and governance controls. Naya offers an enterprise workflow engine with pre-built workflows for account openings and annual client reviews, deep configuration by role, team, and workflow, role-specific views, an open API, and access to a suite of add-ons. Both products include Practifi MCP access and full CRM functionality such as client records, workflows, and reporting.
Practifi is designed for registered investment advisors and wealth management firms. Sentir is priced per user per month as a single product with no add-ons, with launch pricing noted as available for a limited period. Naya is priced per user per month, tiered by firm size and configuration, with access to add-ons.
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