Practifi
Trendkite
Transfer contacts, companies, activities, and more from Practifi to Trendkite. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Trendkite 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-powered earned media analytics platform
TrendKite, now part of Cision, was a PR analytics platform that measured the impact of traditional press and social media on brands using AI-powered semantic analysis, providing metrics like share of voice, sentiment analysis, and media value measurement.
Advanced AI-powered semantic analysis for PR measurement
"AI-powered earned media analytics platform"
TrendKite, now part of Cision, was a PR analytics platform that measured the impact of traditional press and social media on brands using AI-powered semantic analysis, providing metrics like share of voice, sentiment analysis, and media value measurement.
Ideal for: PR and communications teams seeking AI-powered earned media analytics to measure campaign impact, track share of voice, and demonstrate PR ROI.
Advanced AI-powered semantic analysis for PR measurement
Comprehensive metrics including share of voice and sentiment
Traffic prediction and social engagement forecasting
Key message pull-through and executive mention tracking
Learn more at
trendkite.com
See exactly which data objects transfer from Practifi to Trendkite
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Trendkite.
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