Practifi
Practifi: A feature-rich CRM for advisory firms that need workflows, portals, and compliance controls. Ranked #4 of 28 in Financial Services CRM Software by our editors (8.8/10); pricing: From $135/user/mo; best for advisors needing portals and compliance.
At a glance
- Editor score8.8 / 10
- PricingFrom $135/user/mo
- Best forAdvisors needing portals and compliance
- Free planNo
- Paid from$135/user/mo
- Compliance workflowsYes
- Founded2013 · Chicago, Illinois, United States
- Facts checked20 Sep 2026
Where it wins
- Compliance workflows, audit history, and governance controls
- Client portal supports balances, documents, portfolios, and messaging
- Integrates with Microsoft 365, Orion, Schwab, HubSpot, and Salesforce
Where it doesn't
- Starts at $135 per user per month
- No free plan is available
- Client portal is a Naya add-on
Our verdict on Practifi
Practifi is a cloud financial-services CRM for registered investment advisers and wealth-management firms. It combines client records, workflow automation, opportunity and pipeline tracking, compliance management, analytics, reporting, mobile access, and a client portal. The platform is aimed at firms ranging from boutique practices to larger advisory organizations, with web and API access. Its feature set suits teams that need relationship management tied closely to operational and compliance workflows rather than a basic contact database.
Pricing is organized around two products. Naya starts at $135 per user per month, billed monthly, and includes a configurable wealth-management CRM, advanced workflows, pipeline tracking, compliance management, analytics and reporting, and an open API. Sentir is listed at $245 per user per month, billed monthly, and adds an AI-native CRM, AI agents, AI-powered briefings, a native AI Notetaker, email sync, and compliance, security, and governance controls. Naya pricing varies by firm size and configuration, while the client portal is presented as an add-on. With no free plan, Practifi is positioned for firms prepared to budget for a specialized financial-services system.
Practifi’s strongest fit is its combination of compliance controls and client-facing capabilities. Event monitoring and field audit history support oversight, while the portal can provide account balances, documents, portfolio information, and messaging. Integrations with Microsoft 365, Orion, Schwab, HubSpot, and Salesforce broaden its place in an advisory technology stack, and the open API supports additional connections. Firms selecting Sentir also get built-in AI agents, briefings, and meeting notes alongside governance controls. Practifi should appeal to advisors that prioritize configurable workflows, compliance, and portals; organizations seeking a free CRM or a lower-cost starting point should look elsewhere.
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Practifi pricing
All 2 Practifi plans and prices →
Practifi fact sheet
| Free plan | No |
|---|---|
| Paid from | $135/user/mo |
| Compliance workflows | Yes |
| Opportunity management | Yes |
| Client portal | Yes |
| Audit trail | Yes |
| Deployment | Cloud |
| Email and calendar sync | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, ISO 27001, GDPR, PCI DSS |
| Support | Docs, Tickets |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3,000+ integrations: Microsoft 365, Orion, Schwab, HubSpot, Salesforce |
| Pricing | From $135/user/mo (source) |
| Website | practifi.com |
| Facts checked | 20 Sep 2026 |
Practifi integrations
Practifi lists 3,000+ integrations on its own site — the 5 named here are the ones its pages call out.
- Microsoft 365
- Orion
- Schwab
- HubSpot
- Salesforce
Alternatives to Practifi
- Salesforce Financial Services CloudA financial-services CRM with deep workflows, compliance controls, and enterprise pricing.9.3
- Zoho CRMFlexible CRM coverage at a low entry price, with limited financial-services specialization.9.0
- Creatio CRMA broad, configurable CRM for teams that need cross-functional automation.8.9
See all Practifi alternatives →
Practifi vs the competition
- Practifi vs Salesforce Financial Services Cloud
- Practifi vs Zoho CRM
- Practifi vs Creatio CRM
- Practifi vs Redtail CRM
- Practifi vs Wealthbox
- Practifi vs Pega CRM
Compare Practifi with any tool side by side →
Also Ranked In
Practifi is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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