FinTurk vs Practifi: CRM comparison for RIAs
Practifi is a deeply configurable advisor CRM built on Salesforce, sold as Naya and, with its AI layer, as Sentir. FinTurk is its own platform, with Finn built in from day zero and every feature on every plan at a lower price, and our team configures FinTurk and migrates your data for you.
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FinTurk and Practifi side by side
Price per user per month
- Practifi
- Naya from $135, tiered by firm size and configuration. Sentir $195 at launch pricing, then $245.
- FinTurk
- Pro $90, Max $135, Enterprise custom, billed annually
Platform
- Practifi
- Runs on Salesforce; the subscription includes access to the Salesforce platform
- FinTurk
- FinTurk's own software, built from the ground up, with a dedicated database and servers for each firm
How AI fits in
- Practifi
- Naya is "AI-compatible." Sentir adds what Practifi calls "the layer of intelligence that operates on" the same foundation: Briefings, 16 AI agents, and chat.
- FinTurk
- Finn, built into FinTurk's own platform from day zero: it preps your meetings, takes your notes, drafts follow-ups, and builds workflows, reports, and pages for your review. Pro includes $10/user/month in AI credits; Max and Enterprise are unlimited.
Meeting notetaker
- Practifi
- Included with Sentir. Joins Zoom and Microsoft Teams calls automatically and stores audio, video, and transcripts; records in-person meetings through the mobile app.
- FinTurk
- Built in on every plan: pulls the Zoom, Microsoft Teams, or Google Meet transcript after each call, with no bot in the meeting. Calls on Zoom Phone and Microsoft Teams Phone work the same way.
Changes after go-live
- Practifi
- Through Practifi's Professional Services team
- FinTurk
- Ask our team and we make them for you, at no extra cost. Or build record types, fields, pages, and automations yourself, or describe what you want and Finn builds it for your review.
Onboarding
- Practifi
- Guided implementation; timelines vary with firm size and configuration
- FinTurk
- Our team configures FinTurk around how you work and migrates your data, included
Cash management
- Practifi
- Not part of Practifi's plans
- FinTurk
- CashSweep and CashRaise, on every plan
Competitor details come from each vendor's website and can change.
Choosing between them
Practifi may fit better if
You want recordings stored with the client record. Practifi's notetaker stores full audio, video, and transcripts in the CRM, with retention set by your firm.
You want a client portal. Practifi Portals, a Naya add-on, gives clients a self-service experience.
You want the Salesforce ecosystem. Practifi runs on Salesforce and lists more than 3,000 integrations.
You want specialist AI agents by planning domain. Sentir includes 16 AI agents, covering areas such as tax, estate, and retirement planning.
FinTurk may fit better if
You want AI built into the platform itself. Finn is part of FinTurk's own platform from day zero. Practifi describes Sentir as "the layer of intelligence that operates on" the same Salesforce-based foundation as Naya.
You want unlimited AI for less. FinTurk Max is $135 per user per month with unlimited AI and the notetaker built in. Sentir is $195 at launch pricing, then $245.
You'd rather not run a Salesforce-based CRM. Chicago Partners Wealth Advisors, with over $8 billion in AUM, moved off Practifi and had advisors working live in FinTurk 8 days after kickoff.
You want changes made for you, at no extra cost. Our team sets FinTurk up around how you work and keeps making changes for you after go-live, at no extra cost. You can also build them yourself, or ask Finn to build them for your review.
What you'd actually pay
Practifi runs on Salesforce, and its subscription includes access to the Salesforce platform. FinTurk is our own software, built from the ground up, so your price pays for FinTurk alone.
If you record every client meeting
Practifi
$195
Practifi Sentir at launch pricing, then $245
Notetaker: included
FinTurk
$135
FinTurk Max, with unlimited AI
Notetaker: built in, unlimited
If you use AI lightly
Practifi
$135
Practifi Naya's starting price, tiered by firm size and configuration
Notetaker: not listed in Naya's license
FinTurk
$90
FinTurk Pro: every feature, Gmail sync, and onboarding configured for you
Notetaker: built in, using your $10 per user per month in AI credits
Prices per user per month. Both Practifi products are an annual commitment; FinTurk is billed annually. In your demo, we'll price the tools FinTurk would replace for your firm.
Moving off Practifi, handled for you
The 3-Step Migration™. Days, not months.
- 1
Export
Pull the standard export from Practifi, or send us a spreadsheet.
- 2
Send it securely
Send it to us through a secure upload. That's the last work you'll do.
- 3
We take it from there
Our team moves every note, field, and custom record as-is, rebuilds your workflows in FinTurk, then walks you through going live.
What stays the same: Orion, your Gmail or Outlook, Zoom, Microsoft Teams, and Google Meet all connect to FinTurk, on every plan.
Chicago Partners moved off Practifi in 8 days
Chicago Partners Wealth Advisors, an RIA with over $8 billion in AUM, ran on Practifi, the platform Practifi now sells as Naya. Its Salesforce-based architecture required more configuration overhead than the firm wanted. Where Practifi had taken months to configure, FinTurk was operational in days.
8 days
From kickoff to advisors working live
3,000+
Client relationships moved
50+
Advisors on FinTurk
“For us, it came down to fit. We wanted something purpose-built for how our advisors actually work day to day. Less time configuring, more time serving clients.”
FinTurk vs Practifi: common questions
Why does FinTurk cost less than Practifi?
FinTurk is our own software, built from the ground up, so your price pays for FinTurk alone. Practifi runs on Salesforce, and its subscription includes access to the Salesforce platform. Practifi Sentir, which includes its AI agents and notetaker, is $195 per user per month at launch pricing and $245 after; FinTurk Max is $135 with unlimited AI and the notetaker built in. Practifi Naya starts at $135, and FinTurk Pro is $90 billed annually, with the notetaker included on $10 per user per month in AI credits.
Is Practifi Sentir a different platform from Naya?
No. Practifi says the system firms were already running is now called Practifi Naya, and that Sentir shares its foundation, so a firm that moves to Sentir "changes experience without re-platforming." Both run on Salesforce. Sentir adds Briefings, 16 AI agents, a meeting prep workspace, and a native notetaker.
Has a firm switched from Practifi to FinTurk?
Yes. Chicago Partners Wealth Advisors, an RIA with over $8 billion in AUM, moved off Practifi, and its advisors were working live in FinTurk 8 days after kickoff. Our team moved more than 3,000 client relationships and nearly 20 years of activity history.
Who moves our data from Practifi?
Our team does. Send us your Practifi export through a secure upload, and we move every note, field, and custom record as-is and rebuild your workflows in FinTurk. Migration is included.
Does FinTurk work with Orion?
Yes. Orion is a live FinTurk integration on every plan.
See how FinTurk fits your firm
Book a demo and we'll tailor it to how your firm works, on a full book of sample households.
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