Naya
Configurable, AI-Compatible CRM
Designed for advisory complexity. Configurable to your firm. And trusted by advisory teams managing some of the most sophisticated client relationships in the industry.
Built for the way wealth management actually works.
A proven wealth management foundation
Bring every client, household, entity, relationship, and interaction into one connected system. Naya gives your firm a purpose-built data model and operational foundation designed for the complexity of wealth management.
One platform for your whole firm
Give advisors, operations, compliance, administrators, and leadership role-specific experiences while keeping everyone connected to the same client and business data. One shared source of truth. Fewer silos. A clearer picture across the firm.
Configured around how you work
Shape Naya around your processes, roles, service model, and growth plans. Start with proven wealth management capabilities, then adapt and extend the platform as your firm evolves.
The Engine Behind Effortless Operations.
Automate Busywork
Convert insights into action with built-in automations tailored to how your firm works.
Pipeline Tracking
Monitor and forecast opportunities in a pipeline engine built specifically for wealth management, not adapted from sales software.
Centers of Influence
Identify your best referral sources with quantifiable detail, clear attribution, and the confidence to act on them.
Compliance Management
Every email, document, meeting, and note in one secure, auditable record. Built for how regulated firms actually operate.
Enterprise Workflow Engine
Pre-built workflows for account openings, annual reviews, and more. Standardize how your firm operates and deploy in days, not months.
Analytics and Reporting
Monitor team productivity, sales performance, and revenue in real time. Reporting that drives decisions, not just documentation.
Integration Ecosystem
Connect your entire tech stack through open APIs and purpose-built wealth-tech integrations, at no additional cost.
Enterprise Scalability
Built on enterprise-grade infrastructure. The depth, security, and configurability that complex advisory firms depend on.
Mobility
Access client details, complete tasks, and start processes from anywhere with the Practifi mobile app.
"We finally have one place where the whole firm is working from the same picture."
The value of the Practifi partnership is that we spend less time building from scratch. Practifi has already laid the foundation, giving us a platform to grow from.
Add capabilities as your firm evolves with Naya’s suite of platform add-ons
The foundation firms that can't afford to get it wrong depend on.
Naya is built on enterprise-grade infrastructure trusted by the most demanding wealth management firms in the world. Compliance isn’t a module you activate. It’s how the platform was built.
- Built on enterprise-grade infrastructure
- Audit trails on every email, meeting, document, and note
- Role-based access controls for every function
- Data encryption and user access controls embedded in the architecture
- Open API at no additional cost. Your stack, your way.
Ready for a CRM that fits how your firm works?
Start where you are. Build toward where you're going.