Envestnet
Practice by Numbers
Transfer contacts, activities, and more from Envestnet to Practice by Numbers. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Practice by Numbers 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
Prefer email? talk@ambrstack.com
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
Founded by dentists - Built for dentists
Practice by Numbers is an all-in-one dental software platform that combines analytics, patient communication, reputation management, and practice management tools. It helps dental practices streamline operations, improve patient relationships, and drive sustainable growth through actionable insights and automation.
Purpose-built for dental industry by dental professionals
"Founded by dentists - Built for dentists"
Practice by Numbers is an all-in-one dental software platform that combines analytics, patient communication, reputation management, and practice management tools. It helps dental practices streamline operations, improve patient relationships, and drive sustainable growth through actionable insights and automation.
Ideal for: Dental practices and groups seeking an integrated platform for analytics, patient communication, and practice management from a vendor with dental expertise.
Purpose-built for dental industry by dental professionals
All-in-one platform eliminating multiple software vendors
Automated patient follow-up sequences and two-way texting
Comprehensive analytics and business intelligence
Learn more at
practicenumbers.com
See exactly which data objects transfer from Envestnet to Practice by Numbers
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Practice by Numbers.
Explore other popular CRM migrations similar to Envestnet to Practice by Numbers
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
