Tamarac CRM
Klara
Transfer contacts, activities, and more from Tamarac CRM to Klara. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Klara 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 designed for independent advisors
Tamarac CRM by Envestnet is a web-based relationship management system built on Microsoft Dynamics, designed specifically for Registered Investment Advisors (RIAs) with deep integration into portfolio management, reporting, and trading tools.
Deep integration with Envestnet Tamarac Reporting and Trading
Conversational patient engagement software
Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.
Multi-channel patient communication centralized
"Conversational patient engagement software"
Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.
Ideal for: Medical practices seeking to streamline patient communication across text, web chat, and phone with HIPAA-compliant messaging and automated administrative workflows.
Multi-channel patient communication centralized
HIPAA-compliant secure messaging
Automated appointment reminders and follow-ups
Telemedicine with video visits
Learn more at
klara.com
See exactly which data objects transfer from Tamarac CRM to Klara
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Klara.
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Prefer email? talk@ambrstack.com
