Practifi
Gem
Transfer contacts, activities, and more from Practifi to Gem. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Gem 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
AI-first all-in-one recruiting platform
Gem is an AI-powered recruiting platform that combines candidate relationship management, applicant tracking, sourcing, and scheduling in one unified system. It consolidates candidate data from multiple sources, automates outreach, and provides insights to help recruiting teams build talent pipelines and hire faster.
AI-first platform with intelligent candidate matching
"AI-first all-in-one recruiting platform"
Gem is an AI-powered recruiting platform that combines candidate relationship management, applicant tracking, sourcing, and scheduling in one unified system. It consolidates candidate data from multiple sources, automates outreach, and provides insights to help recruiting teams build talent pipelines and hire faster.
Ideal for: Mid-market to enterprise organizations seeking an AI-powered recruiting platform that consolidates talent pipeline management and automates hiring workflows.
AI-first platform with intelligent candidate matching
Unified CRM and ATS capabilities
800+ million candidate profiles for sourcing
Automated multi-stage email outreach
Learn more at
gem.com
See exactly which data objects transfer from Practifi to Gem
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Gem.
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Prefer email? talk@ambrstack.com
