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Practifi pricing

Short answer: Per Practifi's pricing page (checked October 21, 2026): From $135/user/mo. All 2 listed plans and options are below.

Practifi plans and prices

PlanPriceNote
Practifi NayaFrom $135/user/monthtiered by firm size and configuration
Practifi Sentir (AI-native CRM)$195/user/monthlaunch pricing until December 31, 2026

Prices as of October 21, 2026, in USD, as listed on Practifi's pricing page. Vendors change prices often; confirm before you buy.

What drives your Practifi bill

  • Priced per user (or per advisor/seat), so cost grows with headcount.
  • At least one price shown is promotional or introductory and may rise later.

Example: At the listed rate, 3 people on Practifi Sentir (AI-native CRM) would cost $585/month ($7,020/year), before taxes, add-ons, setup fees or discounts.

Before you buy

  • Sentir's price is launch pricing through Dec 31, 2026.
  • Naya pricing is tiered, so get a quote for your size.
  • Ask about data migration from your current CRM.

Practifi pricing vs alternatives

Practifi vs alternatives: starting prices
ToolStarting priceFree optionDetails
PractifiFrom $135/user/moNone listedPricing details
Salesforce Financial Services CloudFrom $325/user/mo (annual)None listedPricing details
WealthboxFrom $59/user/moFree trial offered.Pricing details
Redtail CRMFrom $39/user/mo (annual)Free trial offered.Pricing details
AdvyzonContact vendorNone listedPricing details

List prices from each vendor's website as of October 21, 2026.

More: Practifi review · Practifi alternatives · Best CRM tools

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FAQ

How much does Practifi cost?

Practifi Naya: From $135/user/month; Practifi Sentir (AI-native CRM): $195/user/month. Prices as of October 21, 2026.

Does Practifi have a free plan or trial?

Practifi's pricing page doesn't list a free plan or trial as of October 21, 2026. Ask the vendor about demos or pilots.

What should I ask Practifi about pricing?

Sentir's price is launch pricing through Dec 31, 2026. Naya pricing is tiered, so get a quote for your size. Ask about data migration from your current CRM.

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