Intelligent CRM Solutions for RIAs

Built for how wealth management firms actually work. Ready for where your firm is and where it’s headed.

One platform. Two paths to a more intelligent firm.

Choose the product that best fits your firm.

Sentir

AI-Native CRM

A new CRM experience designed with AI at its core. Sentir embeds AI agents throughout the CRM to interpret client context, identify what matters next, and act alongside your team. Purpose-built for the security, scale, and governance needs of modern wealth management.

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Naya

Configurable, AI-Compatible CRM

A proven, highly configurable CRM for firms that want to shape technology around their operating model. Naya brings client data, workflows, service processes, and business intelligence into one trusted system, giving every team a complete view of the client relationship.

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Built on a track record of trust

10,000+

Users across wealth management

10+

years supporting RIA firms

250+

RIA firms rely on Practifi daily

“

Practifi ensures nothing slips through the cracks.

”

Nate Lenz

CEO and Co-Founder, Concurrent

Why Practifi

Across every product, Practifi provides a shared foundation designed to make exceptional client service the standard.

A partner in your success

Our team brings deep expertise and enduring support to help yours navigate change, unlock value, and grow with confidence.

Built on enterprise foundations

Enterprise-grade security, access controls, and auditability are built into every Practifi product from the start.

Purpose-built for wealth management

Wealth management’s unique relationships, entities, workflows and service models are fundamental to every Practifi product we create.

Industry award-winning technology

Practifi’s products are consistently ranked among the best in wealth management technology, in recognition of our intelligent design and innovative capabilities across everything we build.