Riskalyze
ReferralMD
Transfer contacts, companies, activities, and more from Riskalyze to ReferralMD. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Riskalyze to ReferralMD 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
The Growth Platform for Wealth Management Firms
Nitrogen (formerly Riskalyze) is a growth platform for financial advisors and wealth management firms, providing risk tolerance assessment, portfolio analytics, proposal generation, and client engagement tools powered by the proprietary Risk Number technology.
Proprietary Risk Number based on Nobel Prize-winning framework
Connect Every Referral, Every Provider, Every Patient
ReferralMD is an AI-powered healthcare technology platform providing referral management, eConsults, patient scheduling, intake and communications, fax management, and marketing CRM for healthcare organizations.
AI-powered referral management and analytics
"Connect Every Referral, Every Provider, Every Patient"
ReferralMD is an AI-powered healthcare technology platform providing referral management, eConsults, patient scheduling, intake and communications, fax management, and marketing CRM for healthcare organizations.
Ideal for: Healthcare organizations seeking end-to-end visibility into referral activity, care coordination, and patient engagement with EHR integration capabilities.
AI-powered referral management and analytics
Bidirectional EHR integrations (Epic, Cerner, Meditech)
eConsult and appointment scheduling automation
HIPAA-compliant with SOC2 and PCI certifications
Learn more at
getreferralmd.com
See exactly which data objects transfer from Riskalyze to ReferralMD
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Riskalyze to ReferralMD.
Explore other popular CRM migrations similar to Riskalyze to ReferralMD
Need to go the other way? We support bidirectional migrations.
ReferralMD → RiskalyzeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
