Practifi
Solutionreach
Transfer contacts, activities, and more from Practifi to Solutionreach. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Solutionreach 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 leader in patient engagement solutions
Solutionreach is a cloud-based patient engagement platform designed for healthcare providers, offering appointment reminders, two-way texting, batch messaging, and reputation management. It integrates with over 400 practice management and EHR systems to streamline patient communications.
Integrates with 400+ practice management and EHR systems
"The leader in patient engagement solutions"
Solutionreach is a cloud-based patient engagement platform designed for healthcare providers, offering appointment reminders, two-way texting, batch messaging, and reputation management. It integrates with over 400 practice management and EHR systems to streamline patient communications.
Ideal for: Healthcare practices seeking to enhance patient engagement through automated reminders, HIPAA-compliant messaging, and integrated communication tools.
Integrates with 400+ practice management and EHR systems
HIPAA-compliant messaging and document sharing
Automated appointment reminders via text, email, and voice
Online scheduling and digital intake forms
Learn more at
solutionreach.com
See exactly which data objects transfer from Practifi to Solutionreach
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Solutionreach.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
