Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Practifi
In one line: Intelligent CRM for RIAs and wealth management firms.
| Best for | Growing RIAs that want structured workflows |
|---|---|
| Category | CRM & client follow-up |
| Free option | Not confirmed; check vendor site |
| Pricing | From $135/user/mo · See all plans (as of October 21, 2026) |
| Website | www.practifi.com/ |
| Last checked | October 21, 2026 |
What it does
Practifi offers CRM solutions for RIAs and frames its products around where a firm is in its AI adoption.
Get a Practifi demo
Tell us a little about your firm and we'll pass your request to Practifi's team. Free, no obligation.
Alternatives to Practifi
Salesforce Financial Services Cloud
Larger firms that want a highly customizable platform
Wealthbox
Advisors who want a modern, easy-to-use CRM
Compare: Wealthbox vs Practifi · Redtail CRM vs Practifi · Practifi vs Salesforce Financial Services Cloud · Practifi vs Advyzon
Related guides
FAQ
What is Practifi?
Intelligent CRM for RIAs and wealth management firms.
Who is Practifi best for?
Growing RIAs that want structured workflows. It is in our crm & client follow-up category.
How much does Practifi cost?
As of October 21, 2026, Practifi's website lists: Practifi Naya, From $135/user/month; Practifi Sentir (AI-native CRM), $195/user/month.
What are alternatives to Practifi?
Salesforce Financial Services Cloud, Wealthbox.