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Practifi pricing

#4 of 28 in Financial Services CRM SoftwareFinancial Advisor Software

Practifi costs from 135 USD on its cheapest paid plan; 2 plans in all, as listed on practifi.com — prices checked 20 Sep 2026.

8.8/10Editor score
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Practifi pricing at a glance

Plans From $135/user/mo No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on practifi.com

Practifi plans & pricing

PlanPriceKey limits
Naya$135/user/mo Starts at; tiered by firm size and configuration
  • Configurable wealth-management CRM
  • Advanced workflows
  • Pipeline tracking
  • Compliance management
  • Analytics and reporting
  • Open API
Sentir$245/user/mo Regular price thereafter; launch pricing is excluded as introductory pricing
  • AI-native CRM
  • AI agents
  • AI-powered briefings
  • Native AI Notetaker
  • Email sync
  • Compliance, security, and governance controls

Prices as published by the vendor on practifi.com, checked 20 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Built for
    Small business, Mid-market, Enterprise
  • Integrations
    3,000+ integrations: Microsoft 365, Orion, Schwab, HubSpot, Salesforce
  • Free plan
    No
  • Paid from
    $135/user/mo
  • Compliance workflows
    Yes

Our full Practifi verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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