AdvisorEngine
Klara
Transfer contacts, activities, and more from AdvisorEngine to Klara. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Klara migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM built for financial advisors
AdvisorEngine (formerly Junxure) is a CRM platform specifically designed for financial advisors and wealth management firms. It features workflow automation, client management, document storage, and integration with Office 365 to streamline advisory practice operations.
Purpose-built for financial advisors by advisors
Conversational patient engagement software
Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.
Multi-channel patient communication centralized
"Conversational patient engagement software"
Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.
Ideal for: Medical practices seeking to streamline patient communication across text, web chat, and phone with HIPAA-compliant messaging and automated administrative workflows.
Multi-channel patient communication centralized
HIPAA-compliant secure messaging
Automated appointment reminders and follow-ups
Telemedicine with video visits
Learn more at
klara.com
See exactly which data objects transfer from AdvisorEngine to Klara
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Klara.
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Need to go the other way? We support bidirectional migrations.
Klara → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
