Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
See how Naya's configurable wealth management CRM enables your firm to connect with and grow your client base by surfacing key insights, automating critical workflows, and enabling the highly personalized experiences that fortify relationships.
Start with Naya's core data model and workflow engine, and configure as much or as little as needed.
Starts at $135 /user/month
Create workflows, record and synthesize notes, initiate tasks, and more.
Watch opportunities flourish in our rich, industry-specific pipeline management engine.
Segment and manage referral sources efficiently with quantifiable detail.
Track every email, document, meeting, and note for rich client records in one secure location.
Access client details, complete tasks, start processes, and more with our rich mobile app.
Monitor team productivity, sales performance, and revenue tracking, all in real time.
Connect with the best tools available at no additional cost with our open API
Choose from more than 3,000 integrations to create your perfect tech stack.
Unlock pre-built workflows for account openings, annual client reviews, and more.
Extend Naya as your firm's needs grow. Pricing depends on firm size and configuration.
