ProTracker
Redtail CRM
Transfer contacts, activities, and more from ProTracker to Redtail CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Redtail CRM 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
Prefer email? talk@ambrstack.com
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
Built for Advisors. Trusted by Teams.
Redtail CRM is a cloud-based customer relationship management platform tailored for financial advisors, RIAs, and wealth managers, offering contact management, workflow automation, and deep financial industry integrations.
Purpose-built for financial advisory industry
"Built for Advisors. Trusted by Teams."
Redtail CRM is a cloud-based customer relationship management platform tailored for financial advisors, RIAs, and wealth managers, offering contact management, workflow automation, and deep financial industry integrations.
Ideal for: Financial advisors and wealth management teams seeking an industry-specific CRM with deep integrations to financial planning tools and SEC/FINRA compliance features.
Purpose-built for financial advisory industry
100+ deep integrations with financial tools
Smart, customizable workflow automation
SEC and FINRA compliance support
Learn more at
redtailtechnology.com
See exactly which data objects transfer from ProTracker to Redtail CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Redtail CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
