ProTracker
Cvent
Transfer contacts, activities, and more from ProTracker to Cvent. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Cvent 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
CRM built by financial planners for financial planners
ProTracker Advantage is a cloud-based client relationship and practice management software designed for financial planners and wealth managers. It enables tracking communications, tasks, documents, workflows, RMD calculations, and marketing campaigns while syncing with Microsoft Outlook and mobile devices.
Purpose-built for financial planning industry since 1997
Event management and hospitality platform
Cvent Holding Corp. provides comprehensive software-as-a-service solutions for meetings, events, and hospitality management. With 5,000+ employees and 24,000+ customers worldwide, Cvent enables event planners, marketers, and hoteliers to manage in-person, virtual, and hybrid experiences at scale.
Comprehensive end-to-end event management
"Event management and hospitality platform"
Cvent Holding Corp. provides comprehensive software-as-a-service solutions for meetings, events, and hospitality management. With 5,000+ employees and 24,000+ customers worldwide, Cvent enables event planners, marketers, and hoteliers to manage in-person, virtual, and hybrid experiences at scale.
Ideal for: Enterprise organizations managing complex events, conferences, and hospitality operations at scale.
Comprehensive end-to-end event management
Virtual, in-person, and hybrid event support
Global supplier network with 340,000+ hotels
REST and SOAP API for integrations
Learn more at
cvent.com
See exactly which data objects transfer from ProTracker to Cvent
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Cvent.
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