AdvisorEngine
CharityEngine
Transfer contacts, companies, activities, and more from AdvisorEngine to CharityEngine. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to CharityEngine 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
All-in-one nonprofit CRM platform
Comprehensive nonprofit CRM and fundraising platform designed for nonprofits of all sizes. Combines donor management, fundraising tools, email and SMS marketing, event management, and payment processing in one integrated system.
Native email and SMS marketing with automation
"All-in-one nonprofit CRM platform"
Comprehensive nonprofit CRM and fundraising platform designed for nonprofits of all sizes. Combines donor management, fundraising tools, email and SMS marketing, event management, and payment processing in one integrated system.
Ideal for: Growing nonprofits with $1M-$10M in fundraising revenue seeking all-in-one donor management and fundraising tools.
Native email and SMS marketing with automation
Peer-to-peer fundraising and event management
SustainerIQ recurring donation automation
PCI Level 1 and SOC 2 compliance
Learn more at
charityengine.net
See exactly which data objects transfer from AdvisorEngine to CharityEngine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to CharityEngine.
Explore other popular CRM migrations similar to AdvisorEngine to CharityEngine
Need to go the other way? We support bidirectional migrations.
CharityEngine → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
