Practifi
Attio
Transfer contacts, companies, deals, and more from Practifi to Attio. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Attio 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
Financial advisor CRM purpose-built for wealth management
Practifi is a performance optimization platform and CRM purpose-built for the wealth management sector. Built on Salesforce, it offers workflow automation, compliance management, analytics, and unified client records to help financial advisors and RIAs manage relationships and drive growth.
Purpose-built for wealth management industry
The next gen of CRM
Attio is an AI-native CRM platform designed for modern go-to-market builders. It features a flexible, relational data model with email/calendar integration, powerful automations, real-time collaboration, and intelligent data enrichment for scaling businesses.
AI-native architecture with intelligent attributes
"The next gen of CRM"
Attio is an AI-native CRM platform designed for modern go-to-market builders. It features a flexible, relational data model with email/calendar integration, powerful automations, real-time collaboration, and intelligent data enrichment for scaling businesses.
Ideal for: Modern B2B companies and sales teams seeking an AI-native CRM with flexible data modeling and advanced automation.
AI-native architecture with intelligent attributes
Flexible relational data model
Real-time collaboration like Google Docs
Email and calendar integration
Learn more at
attio.com
See exactly which data objects transfer from Practifi to Attio
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Attio.
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