ProTracker
Trendkite
Transfer contacts, activities, and more from ProTracker to Trendkite. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker 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
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
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 ProTracker to Trendkite
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Trendkite.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
