Practifi
Optiva
Transfer contacts, companies, activities, and more from Practifi to Optiva. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Optiva 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
Cloud-native BSS for telecom monetization
Optiva is a leading provider of cloud-native BSS (Business Support Systems) software for the telecommunications industry, offering digital charging, monetization, and partner ecosystem management solutions. The platform supports telecom operators and MVNOs in maximizing 5G, IoT, and digital opportunities through AI-enabled, Google Cloud-powered infrastructure.
Cloud-native, 5G-ready BSS platform on Google Cloud
"Cloud-native BSS for telecom monetization"
Optiva is a leading provider of cloud-native BSS (Business Support Systems) software for the telecommunications industry, offering digital charging, monetization, and partner ecosystem management solutions. The platform supports telecom operators and MVNOs in maximizing 5G, IoT, and digital opportunities through AI-enabled, Google Cloud-powered infrastructure.
Ideal for: Telecom operators and MVNOs seeking cloud-native BSS solutions for digital charging, monetization, and partner management.
Cloud-native, 5G-ready BSS platform on Google Cloud
TM Forum and CAMARA API certified with open REST APIs
Pre-configured templates for rapid product deployment (within 3 hours)
AI-enabled with GenAI agents for intelligent decision-making
Learn more at
optiva.com
See exactly which data objects transfer from Practifi to Optiva
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Optiva.
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