Practifi

Input—per 1M tokens

Output—per 1M tokens

Context—tokens

WeightsClosed

About

Practifi is ranked #3 of 30 in financial Advisor Software on Inferse. It runs on Android, API, iOS, Web. There is no free plan. Paid plans start at $135/mo.

Compared on financial Advisor Software

Free plan: Nopractifi.com
Paid from: $135/user/mopractifi.com
Client portal: Yespractifi.com
Compliance workflows: Yespractifi.com

Facts

Purpose: Practifi provides CRM solutions purpose-built for registered investment advisers and wealth management firms.practifi.com · 29 Sept 2026
Product options: Sentir is an AI-native CRM, while Naya is a configurable CRM designed to support firms adopting AI on their own terms.practifi.com · 29 Sept 2026
Sentir features: Sentir includes AI client briefings, domain agents, meeting preparation, a prioritized Noticeboard, and project management views.practifi.com · 29 Sept 2026
Naya features: Naya provides unified client records, pre-built workflows, role-specific views, and configurable workflows.practifi.com · 29 Sept 2026
Integrations: Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost.practifi.com · 29 Sept 2026
API: Practifi offers a REST API that uses OAuth 2.0 authentication and is built on the Salesforce Lightning Platform REST API.developer.practifi.com · 29 Sept 2026
Security: Practifi requires multi-factor authentication for user logins and supports configurable access controls and session timeouts.practifi.com · 29 Sept 2026
Compliance: Sentir states that each AI output is cited and logged, and that existing Salesforce permissions are enforced before AI accesses information.practifi.com · 29 Sept 2026
Infrastructure: Practifi is built on Salesforce infrastructure, with data stored in Salesforce data centers in the US, UK, Canada, Australia, and New Zealand.practifi.com · 29 Sept 2026
Support: Practifi describes its team as providing ongoing support and links customers to the Practifi Success support center.practifi.com · 29 Sept 2026
Company history: Practifi was founded in 2013 in Sydney, Australia.practifi.com · 29 Sept 2026
Offices: Practifi lists offices in Sydney, Australia, and Chicago, United States.practifi.com · 29 Sept 2026