Advisor, head to head

Briefi vs Practifi

Practifi is a CRM for advice firms, built on the Salesforce platform and sold in two products, Sentir and Naya. It describes itself as a provider for RIAs, a United States term, and it has offices in Sydney and Chicago. Briefi is not a CRM you run the firm from. It is built around the client conversation: the review meeting, the follow-up, the ongoing fee consent and the signature. If you want a configurable CRM with a notetaker inside it, Practifi is a serious option. If you want the meeting and its paperwork handled without moving your client record, Briefi fits beside what you already use.

ReviewedLast reviewed 16 October 2026. Practifi facts checked 16 October 2026

Choose Practifi if

You want an adviser CRM on the Salesforce platform with workflows for account openings and annual reviews3 2
You want an AI notetaker that stores transcripts in the same CRM record5
You want a guided implementation and a dedicated client success manager3

Choose Briefi if

You want to keep your client record where it is and add the meeting around it
You want each ongoing fee consent tracked against its reference day
You want agreements signed in Briefi, with a certificate page on the PDF

At a glance

Briefi Advisor and Practifi, side by side

Each Practifi line links to the page it came from. Where its pages are silent, the row says so, which is not a claim that the feature is missing.

Briefi Advisor compared with Practifi, by feature group
Meetings
	Briefi AdvisorPlans from A$49 a month	Practifi
Meeting capture and notes	Briefi AdvisorBuilt inThe bot joins Zoom, Teams or Google Meet, or you record in the browser or face to face. A brief precedes the meeting and a recap follows it	PractifiAI NotetakerJoins Zoom and Microsoft Teams calls, records in-person meetings through its mobile app, and files summaries as Smart Notes on the client record5
Follow-up after the meeting	Briefi AdvisorDrafted in BriefiA follow-up is drafted for you to check, then sent from your own mailbox	PractifiFollow-up tasksA follow-up assistant creates tasks automatically from the meeting5
Clients and documents
Annual review workflow	Briefi AdvisorReviews and journeysReview steps and document requests laid out on a journey (Advisor plans)	PractifiPre-built workflowsNaya lists pre-built workflows for account openings and annual client reviews2
Client portal and e-signature	Briefi AdvisorSigning built in, portal on Advisor plansThe portal is off until a workspace switches it on	PractifiNot stated on the pages we readNeither the pricing page nor the notetaker page names a portal or signing2 5
Platform and data
What it is built on	Briefi AdvisorIts own platformConnects to ten CRMs, including Salesforce, and to Google, Microsoft 365 and CalDAV calendars. More connections are rolling out progressively	PractifiSalesforce platformAccess to the Salesforce platform is included, and you work with Practifi directly3 4
Where your data is held	Briefi AdvisorStored in SydneySome processing uses providers overseas. The Security page names them	PractifiRegion not statedIts security page says Salesforce data centres span several countries including Australia, and does not say where an Australian firm is placed4

Yes, todayPartly, or on another planNoNot stated

Practifi is a CRM with a notetaker. Briefi is the meeting, the consent and the signature. Practifi’s price figures carry no currency on its pricing page, so none are shown here.

One client, start to finish

An adviser prepares an annual review for a client family and wants the follow-up done the same day. Practifi’s side comes from its own pages as they stood on 16 October 2026.

1
Open the review
Practifi
Naya lists pre-built workflows for annual client reviews, and the notetaker classifies conversations by topic, including annual review.2 5
Briefi
The review is a journey with its steps and document requests laid out. A brief collects earlier meetings and open actions before the meeting.
2
Capture the meeting
Practifi
The AI Notetaker joins Zoom and Microsoft Teams calls and records in-person meetings through the mobile app, keeping audio, video and transcripts in the CRM.5
Briefi
The bot joins Zoom, Teams or Google Meet. Without a link, record in the browser or with the face-to-face recorder.
3
Write up and assign
Practifi
Summaries are stored as Smart Notes linked to the client record, and the follow-up assistant creates tasks automatically.5
Briefi
The recap follows the meeting’s own language and gives each action an owner. The follow-up is drafted in Briefi and sent from your mailbox.
4
Prove who accessed what
Practifi
Firms control transcript storage and retention under their compliance policies, with an audit trail of record access.5
Briefi
Sensitive content is encrypted under a key held for the workspace, owners and admins have an audit log.
5
Sign and renew
Practifi
The pages we read do not describe signing or a client portal. The FAQ says subscriptions are an annual commitment.3 2
Briefi
The fee consent is signed online, and the fee register shows when the next consent window opens.

Where Practifi wins

When Practifi is the better choice

If one of these decides it, Practifi is likely the stronger fit.

Record

A notetaker inside the system of record

Practifi’s transcripts, audio and video are stored in the CRM beside the client, with retention set by your firm and an audit trail of who accessed what and when.5

Platform

Salesforce depth

Practifi sits on the Salesforce platform, so a firm already comfortable with Salesforce gets that ecosystem. Briefi has its own platform and pushes outcomes to Salesforce rather than living inside it.3 4

Setup

Guided implementation and a dedicated manager

Every subscription includes guided implementation and a dedicated client success manager, according to Practifi’s FAQ.3

Scale

A track record with US advice firms

Practifi’s home page shows figures of more than two hundred and fifty RIA firms and more than ten thousand users.1

Where Briefi is different

The client conversation, without a new system of record.

Briefi is for practices that want the meeting, the consent and the signature handled and are content to keep the client record in the CRM they already trust.

Your record stays where it isAdvisor
Briefi pushes meetings and outcomes to the CRM you use, from HubSpot to Salesforce to Zoho CRM, so adopting it does not mean moving your clients.
Consent dates, not just tasksAdvisor
An ongoing fee arrangement carries a reference day, and Briefi shows whether consent is current, open, due or lapsed for an Australian workspace, so the date drives the work.
Signing and document requests in one placeSign
Clients upload what you ask for through a link sent to their own address, and sign the agreement on theirs, with co-signers confirming by a code over email and text.

Briefi is not a CRM and does not write advice documents. It does not take payments from your clients today, identity checks are not available yet, and the app and built-in forms are English only.

How the whole record fits together is on the Advisor page.

Pricing

Pricing compared

Briefi shows a price for each plan on its pricing page. Practifi lists a per-user price for each product, but the page does not say which currency, so we do not set the two side by side.

Advisor Solo

From A$49 a month

100 form requests per user each month
8 capture hours each month
Monthly or annual billing

Figures from Briefi’s live price list

Practifi

From Per user per month, currency not labelled

Sentir is one price with everything included, and the page marks it as launch pricing until the end of 2026
Naya is priced lower per user and tiered by firm size and configuration
Subscriptions are an annual commitment, billed annually or quarterly, and there is no free trial

Checked on 16 October 2026. Source 2 3

Briefi prices are in AUD and are read from the same price list as the pricing page, so they change when it does.

Questions

Briefi and Practifi, asked often

Is Briefi a CRM like Practifi?

No. Practifi is a CRM on the Salesforce platform. Briefi handles the meeting, the follow-up, the fee consent and the signature, and pushes the outcome to the CRM you use.

Is Practifi built for Australian advisers?

Its pages describe the product as intelligent CRM for RIAs, a United States term, and the company lists offices in Sydney and Chicago. We found nothing on the pages we read about Australian licensee requirements, so ask Practifi what fits your licensee.

Does Practifi record meetings?

Yes. Its AI Notetaker joins Zoom and Microsoft Teams calls and records in-person meetings through its mobile app, then files summaries on the client record. Briefi also joins Google Meet.

Where does Practifi keep my data?

Its security page says it is built on Salesforce, whose data centres span several countries including Australia, and it does not say which region an Australian firm is placed in. Briefi stores its app and database in Sydney and says plainly that some processing uses providers overseas.

Can I try Practifi first?

Practifi’s FAQ says it does not offer free trials. Briefi’s plans and trial terms are on its pricing page.

Try it

Keep your CRM and add the meeting. See the review run in Briefi.

Start free trial Advisor Solo from A$49 a month

Sources and review

Last reviewed 16 October 2026. Facts about Practifi come from its own published pages on the dates shown. Each product named here is a trademark of its owner, and Briefi is not affiliated with them.

How we checked

9 sources cited, and 6 competitor pages read. Next review due 15 January 2027.

Seen something out of date? Write to support@briefi.sh and we will check it.

1Practifi, home page. https://www.practifi.com Checked 16 October 2026.
2Practifi, pricing. https://www.practifi.com/pricing/ Checked 16 October 2026.
3Practifi, FAQ. https://www.practifi.com/faq/ Checked 16 October 2026.
4Practifi, security. https://www.practifi.com/security/ Checked 16 October 2026.
5Practifi, AI Notetaker. https://www.practifi.com/notetaker/ Checked 16 October 2026.
6Practifi, about us. https://www.practifi.com/company/about-us/ Checked 16 October 2026.

Briefi’s own pages

B1briefi.sh/advisor. https://briefi.sh/advisor
B2briefi.sh/for/financial-advisers. https://briefi.sh/for/financial-advisers
B3briefi.sh/security. https://briefi.sh/security