Practifi
Luma Health
Transfer contacts, companies, activities, and more from Practifi to Luma Health. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Luma Health 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
Operational AI for healthcare patient engagement
Luma Health provides patient engagement solutions with its AI-native Patient Success Platform, offering automated scheduling, referral management, patient communication, and feedback management. It integrates with 70+ EHR systems and uses NLP and AI to streamline patient interactions and operational efficiency.
Integration with 70+ EHR and PM systems
"Operational AI for healthcare patient engagement"
Luma Health provides patient engagement solutions with its AI-native Patient Success Platform, offering automated scheduling, referral management, patient communication, and feedback management. It integrates with 70+ EHR systems and uses NLP and AI to streamline patient interactions and operational efficiency.
Ideal for: Health systems and medical practices seeking to automate patient engagement, scheduling, and communications with deep EHR integration.
Integration with 70+ EHR and PM systems
NLP and AI-assisted translation in 30+ languages
HIPAA-compliant appointment reminders
Automated waitlist and referral management
Learn more at
lumahealth.io
See exactly which data objects transfer from Practifi to Luma Health
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Luma Health.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
