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CRM

Practifi

CRM built for RIAs, offered as AI-native Sentir or configurable, AI-compatible Naya.

Made by Practifi Visit Practifi's website
Starting priceFrom $135/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeSmall team (2 to 5), Growing firm (6 to 20), Large firm (21+)Solo2-56-2021+
In their words: “supporting firms from small practices to large enterprises”
Vendor says · source
Connections listed8 connectionsSchwab (OpenView Gateway), Pershing (NetX360), MoneyGuide Pro and 5 more. Source and date for each below.
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What their website looks like

Screenshot of Practifi's homepage
Practifi's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Sentir $195/user/mo
per user, per month
 Billing period not stated on the pricing page
Launch pricing, stated as valid until Dec. 31 2026
Naya $135/user/mo
per user, per month
 Billing period not stated on the pricing page
Tiered by firm size and configuration

Naya price is tiered by firm size and configuration

Source: Practifi pricing page. Checked on the vendor's site, Oct 6.

Where Practifi sits on price

PractifiOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

What connects to Practifi

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Pershing (NetX360)AddeparEnvestnet Tamarac
Practifi8 connections listed

Data goes out to

Schwab (OpenView Gateway)Pershing (NetX360)MoneyGuide ProEnvestnet Tamarac
Two-way
OrionBlack Diamond
Single sign-on
OrionMoneyGuide ProEnvestnet Tamarac
Direction not stated
Xplan
All connections:
Connection cost: On Practifi Naya, open APIs and purpose-built wealth-tech integrations come at no additional cost; Practifi's Sentir pages say nothing about connection costs.
Checked on the vendor's site · Oct 6Practifi Naya product page
Schwab (OpenView Gateway)
Checked on the vendor's site
  • Data out: account opening, with client details pre-filled
Source: Practifi help centre: Using the Schwab (OpenView Gateway) App Integration. Checked Oct 6.
Pershing (NetX360)
Checked on the vendor's site
  • Data out: new-account data for a draft account
  • Data in: the new account number, linked to the client's asset record
Source: Practifi help centre: Barbaresco release notes (April 2025), published Apr 2025. Checked Oct 6.
MoneyGuide Pro
Checked on the vendor's site
  • Data out: demographic data
  • Single sign-on
Source: Practifi help centre: Using the MoneyGuide Pro Integration. Checked Oct 6.
Xplan
Checked on the vendor's site
  • Direction not stated: superannuation and retirement income ownership data
Source: Practifi Alicante Bouschet release notes (blog), published Nov 24, 2025. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Practifi lists.

Orion
Checked on the vendor's site
  • Data in: portfolio numbers, balances, performance, billing
  • Two-way: client demographics
  • Single sign-on
Source: Practifi help centre: Using the Orion Integration. Checked Oct 26.
Black Diamond
Checked on the vendor's site
  • Data in: portfolios, client relationships, accounts, holdings
  • Data out: entity details, contact info, addresses
  • Two-way: client team assignments
Source: Practifi help centre: Using the Black Diamond Integration. Checked Oct 6.
Addepar
Checked on the vendor's site
  • Data in: portfolios, accounts, holdings, performance, revenue
Source: Practifi help centre: Using the Addepar Integration. Checked Oct 6.
Envestnet Tamarac
Checked on the vendor's site
  • Data out: clients sent to create Tamarac Reporting households
  • Data in: Tamarac financial accounts (assets) and values
  • Single sign-on
Source: Practifi help centre: Using the Envestnet Tamarac Integration. Checked Oct 6.

Moving to Practifi from another tool

What Practifi's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

Names no tool

Their page says, in words we couldn't label: “Practifi’s guided implementation is included in every subscription, making the migration straightforward for firms ready to move. … Practifi’s implementation team handles the transition as part of the guided onboarding included in every subscription, and firms typically reach full operating capability faster than they expect.”

Our checks label a move only when one sentence names the tool and says it imports from it, so these words aren't counted in any list of tools that import from another. Ask Practifi about anything they leave out.

Checked on the vendor's site · Oct 8
Practifi blog: Practifi vs Redtail, page not dated

Leaving later

Admins can export a full snapshot of firm data as CSV files from Salesforce Setup, once every 7 days or on a weekly or monthly schedule.
Checked on the vendor's site · Oct 6

Source: Practifi help centre: Understanding and Using Data Export

Also mentions Practifi, in words we couldn't label as an import: FinTurk. Its profile shows the words.

Fits best if

Our judgement

We haven't assessed fit for Practifi yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Practifi with another tool

Same category and at least one firm size in common, cheapest for one person first. Paying vendors are never moved up.

Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile
Wealthbox
From $59/user/mo
Checked on the vendor's site · Oct 6
Schwab · Data in + single sign-on checkedFidelity (Wealthscape) · Data in + single sign-on checkedAltruist · Data link, direction not stated checkedLPL Financial (ClientWorks) · Data in + single sign-on checkedAssetMark · Data in checkedand 6 more on the profile
View profile
Maximizer
From $65/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile

Corrections

No corrections to this profile yet.

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