Practifi
CRM for registered investment advisers, built on the Salesforce platform.
practifi.comPractifi sells CRM software to RIAs. Its site lists two products, Sentir, which it calls an AI-native CRM, and Naya, a configurable CRM, with tools for meeting notes, workflow automation, project management and relationship tracking.
The company says it has supported RIA firms for more than a decade. Updata Partners led a $16.3 million Series B in January 2020. Published sources disagree on whether its headquarters is in Sydney or Chicago.
What it does
- AI notetaker
- Meeting preparation
- Workflow automation
- Project management
- Relationship management
Works with
Integrations
- Salesforce AppExchange
As listed by Practifi.
Named by others in this directory
Coverage
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- WealthboxCloud CRM for advisory firms covering contacts, workflows, pipeline and email sync.
- Salesforce Financial Services CloudSalesforce's CRM edition for wealth managers, with household views, workflows and AI agents.
- SkienceWealth management CRM and consulting firm that builds on the Salesforce platform.