ProTracker
NexHealth
Transfer contacts, activities, and more from ProTracker to NexHealth. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to NexHealth 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
Automate your front-office
NexHealth is a patient engagement and experience platform for medical and dental practices that integrates in real-time with health record systems, offering online scheduling, digital forms, appointment reminders, payments, and two-way messaging.
Real-time bidirectional EHR synchronization
"Automate your front-office"
NexHealth is a patient engagement and experience platform for medical and dental practices that integrates in real-time with health record systems, offering online scheduling, digital forms, appointment reminders, payments, and two-way messaging.
Ideal for: Dental and medical practices seeking to modernize patient experience with seamless EHR integration.
Real-time bidirectional EHR synchronization
Universal API for healthcare innovation
HIPAA-compliant digital patient intake forms
Automated billing and payment processing
Learn more at
nexhealth.com
See exactly which data objects transfer from ProTracker to NexHealth
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to NexHealth.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
