Envestnet
Klara
Transfer contacts, activities, and more from Envestnet to Klara. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet 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
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
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 Envestnet to Klara
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Klara.
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