AdvisorEngine
DealerSocket
Transfer contacts, companies, activities, and more from AdvisorEngine to DealerSocket. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to DealerSocket 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
Smartest automotive platform for dealers
DealerSocket is a comprehensive automotive platform providing integrated sales, marketing, service, and customer experience solutions for dealerships. It consolidates customer intelligence, lead management, desking, data mining, and credit processing into a unified system with mobile capabilities and real-time analytics.
Integrated SocketTalk texting and internal messaging system
"Smartest automotive platform for dealers"
DealerSocket is a comprehensive automotive platform providing integrated sales, marketing, service, and customer experience solutions for dealerships. It consolidates customer intelligence, lead management, desking, data mining, and credit processing into a unified system with mobile capabilities and real-time analytics.
Ideal for: Dealerships of all sizes from independent used car dealers to large franchise groups seeking an integrated platform for sales, service, and customer management.
Integrated SocketTalk texting and internal messaging system
Streamlined SocketCredit workflow for credit processing and compliance
Revenue Radar data mining tool identifying sales opportunities
Service Scheduler unifying service and sales departments
Learn more at
dealersocket.com
See exactly which data objects transfer from AdvisorEngine to DealerSocket
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to DealerSocket.
Explore other popular CRM migrations similar to AdvisorEngine to DealerSocket
Need to go the other way? We support bidirectional migrations.
DealerSocket → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
