AdvisorEngine
Copper CRM
Transfer contacts, companies, activities, and more from AdvisorEngine to Copper CRM. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Copper CRM 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
A CRM for real relationships
Copper is a sales CRM specifically designed for Google Workspace integration, offering seamless contact and deal management directly within Gmail and Google Drive. It emphasizes automation and eliminates manual data entry.
Deep Google Workspace integration (Gmail, Calendar, Drive)
"A CRM for real relationships"
Copper is a sales CRM specifically designed for Google Workspace integration, offering seamless contact and deal management directly within Gmail and Google Drive. It emphasizes automation and eliminates manual data entry.
Ideal for: Google Workspace users who want a CRM that integrates seamlessly with Gmail and need to eliminate manual data entry through intelligent automation.
Deep Google Workspace integration (Gmail, Calendar, Drive)
Chrome extension for Gmail management
Automatic email and activity logging
Workflow automation with task triggers
Learn more at
copper.com
See exactly which data objects transfer from AdvisorEngine to Copper CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Copper CRM.
Explore other popular CRM migrations similar to AdvisorEngine to Copper CRM
Need to go the other way? We support bidirectional migrations.
Copper CRM → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
