Practifi
6.6#11 in financial advisor softwareFrom $135 a monthAndroidiOSWebAPI
VisitPractifi vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | Practifi | Redtail CRM |
|---|---|---|
| Founded | 2013 | 2003 |
| Headquarters | Chicago, Illinois, United States | Omaha, Nebraska, United States |
| Integrations | Naya connects with third-party tools through open APIs and purpose-built wealth technology integrations at no additional cost. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
Practifi plans
- Practifi Naya$135 a month
- Practifi Sentir$195 a month
Redtail CRM plans
- Launch$39 a year
- Growth$59 a year
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
Pick Practifi if…
Practifi suits registered investment advisers and wealth management firms seeking CRM features such as client records, workflows, and meeting preparation. Naya is for firms wanting a configurable CRM; Sentir is for those considering its AI-native option.
Pick Redtail CRM if…
It suits advisers and teams looking for a CRM with pipeline visibility, email sync, and marketing automation. Larger teams and advisor networks can consider the customizable Enterprise plan.