AdvisorEngine
Bill4Time
Transfer contacts, companies, activities, and more from AdvisorEngine to Bill4Time. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Bill4Time 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 for financial advisors
AdvisorEngine (formerly Junxure) is a CRM platform specifically designed for financial advisors and wealth management firms. It features workflow automation, client management, document storage, and integration with Office 365 to streamline advisory practice operations.
Purpose-built for financial advisors by advisors
Legal time and billing software
Bill4Time is a cloud-based time tracking and billing software designed for law firms, consultants, and professional service organizations. It enables accurate time tracking, invoice generation, client management, and provides secure client portals for online payments and collaboration.
Specialized for legal and professional services
"Legal time and billing software"
Bill4Time is a cloud-based time tracking and billing software designed for law firms, consultants, and professional service organizations. It enables accurate time tracking, invoice generation, client management, and provides secure client portals for online payments and collaboration.
Ideal for: Law firms and professional service firms needing comprehensive time tracking and billing with client portal access.
Specialized for legal and professional services
Accurate time and expense tracking
Automated invoicing and batch billing
Secure client portal with online payments
Learn more at
bill4time.com
See exactly which data objects transfer from AdvisorEngine to Bill4Time
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Bill4Time.
Explore other popular CRM migrations similar to AdvisorEngine to Bill4Time
Need to go the other way? We support bidirectional migrations.
Bill4Time → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
