Naya
by Practifi · Wealth and investment platforms · Sydney, NSW, Australia
Configurable CRM for advice and wealth firms.
What Naya is used for
- Connect with and grow client base
- Manage pipeline opportunities
- Track client emails, documents and meetings
- Monitor team sales performance and revenue
About Practifi
Salesforce-based CRM and practice management software for wealth management firms, including AI-native tools for meeting prep (Sentir).
Practifi in the vendor registry: its products, features and similar vendors.
Also by Practifi
- Sentir: AI-native wealth CRM with embedded agents.
- Practifi Intelligence: Built-in AI assistant for meeting prep and follow-ups.
More in this category: Wealth management and investment platforms.
Weighing up Naya? Create a free procurement account to run the question as a procurement: Practifi and the alternatives answer your requirements side by side, on the same terms.
Built by Vederca from public sources, last updated 2026-10-18.