Practifi
NowCerts
Transfer contacts, companies, deals, and more from Practifi to NowCerts. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to NowCerts 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
Insurance agency management simplified
NowCerts is a cloud-based insurance agency management system providing policy management, certificate issuance, commission tracking, and data synchronization with carriers, featuring a customer self-service portal and numerous integrations.
Comprehensive certificate of insurance automation
"Insurance agency management simplified"
NowCerts is a cloud-based insurance agency management system providing policy management, certificate issuance, commission tracking, and data synchronization with carriers, featuring a customer self-service portal and numerous integrations.
Ideal for: Insurance agencies of all sizes seeking cloud-based management with automated workflows and self-service client features.
Comprehensive certificate of insurance automation
Customer self-service portal for certificates and payments
Extensive integrations including QuickBooks and IVANS
Open API for custom integrations
Learn more at
nowcerts.com
See exactly which data objects transfer from Practifi to NowCerts
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to NowCerts.
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