Practifi review

Practifi targets RIAs that have outgrown a simple CRM and need workflows configured by role, team and process. It now comes in two editions on the same platform. Naya, from $135 per user per month and tiered by firm size and configuration, is the configurable CRM: a unified client view, an enterprise workflow engine with pre-built flows for account openings and annual reviews, role-specific views for advisors, operations and leadership, and an open API at no extra cost. Sentir, at $195 per user per month as launch pricing until December 31, 2026, bundles everything with AI built in, including a team of AI agents, client briefings, a native AI Notetaker for virtual and in-person meetings, email sync, project management and access to the Practifi MCP. Both include compliance and governance controls, and firms can move from Naya to Sentir without losing configuration or data. Small practices will pay more than they need, but growing multi-advisor firms get real structure.

Who it is for

Mid-size and large RIAs that need configurable, role-based workflows and enterprise controls across several teams.

Price

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

$135 /user/month Tiered by firm size and configuration
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Pre-built workflows for account openings and annual client reviews
• Role-specific views for advisors, operations and leadership
• AI agents, meeting briefings and a native AI Notetaker in Sentir
• Compliance, security and governance controls
• Open API at no additional cost and an MCP server

Strengths and weaknesses

• Strength: Two published entry prices with a clear upgrade path
• Strength: Configuration and data carry forward between editions
• Strength: Built for multi-team firms
• Weakness: Starts at $135 per user, well above Wealthbox or Redtail
• Weakness: Naya pricing tiers by firm size and configuration
• Weakness: Sentir's $195 price is launch pricing that ends Dec. 31 2026

Key facts

• Editions: Naya from $135 and Sentir $195 per user per month
• Platform: Both editions run on the same enterprise infrastructure
• API: Open API at no additional cost

Where it ranks

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