Envestnet
Doctible
Transfer contacts, activities, and more from Envestnet to Doctible. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Doctible 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
Integrated wealth management platform
Envestnet provides integrated technology, data, and solutions to financial advisors and wealth management firms through its Tamarac CRM and other platforms. It offers comprehensive CRM, portfolio management, trading, and reporting capabilities tailored for registered investment advisors.
Integrated CRM with portfolio management and trading capabilities
Patient engagement platform
Doctible is a patient engagement and practice management platform designed for healthcare providers including medical, dental, optometry, and chiropractic practices. It enables digital communication through appointment scheduling, automated reminders, patient recall systems, and online reputation management.
Two-way texting capabilities
"Patient engagement platform"
Doctible is a patient engagement and practice management platform designed for healthcare providers including medical, dental, optometry, and chiropractic practices. It enables digital communication through appointment scheduling, automated reminders, patient recall systems, and online reputation management.
Ideal for: Healthcare practices seeking to improve patient communication and online presence.
Two-way texting capabilities
Automated appointment reminders
Online reputation management
Digital patient intake forms
Learn more at
doctible.com
See exactly which data objects transfer from Envestnet to Doctible
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Doctible.
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