ProTracker
Xakia
Transfer contacts, activities, and more from ProTracker to Xakia. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Xakia 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
Legal Matter Management Made Simple
Xakia is a cloud-based legal matter management platform for in-house legal teams, offering intake and triage, matter tracking, spend management, contract lifecycle support, and analytics dashboards.
Female-founded company with global presence across five continents
"Legal Matter Management Made Simple"
Xakia is a cloud-based legal matter management platform for in-house legal teams, offering intake and triage, matter tracking, spend management, contract lifecycle support, and analytics dashboards.
Ideal for: In-house legal departments of any size seeking intuitive matter management with intake automation, spend tracking, and actionable analytics without complex implementation.
Female-founded company with global presence across five continents
Out-of-the-box dashboards and reports for immediate legal visibility
Seamless integrations with NetDocuments, iManage, SharePoint, and Salesforce
ISO 27001, SOC2, and HIPAA certified for enterprise security
Learn more at
xakia.com
See exactly which data objects transfer from ProTracker to Xakia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Xakia.
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