AdvisorEngine
Decerto
Transfer contacts, companies, activities, and more from AdvisorEngine to Decerto. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Decerto 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
Customized insurance software solutions
Decerto is a Polish software company that specializes in building customized core software systems for insurance and financial companies. It offers solutions for transaction processing, CRM, logistics, and business rules engines tailored to the insurance industry, serving 80% of the Polish insurance market.
Specialized expertise in insurance industry systems
"Customized insurance software solutions"
Decerto is a Polish software company that specializes in building customized core software systems for insurance and financial companies. It offers solutions for transaction processing, CRM, logistics, and business rules engines tailored to the insurance industry, serving 80% of the Polish insurance market.
Ideal for: Insurance companies and financial institutions seeking customized core software solutions and business rules engine platforms.
Specialized expertise in insurance industry systems
Hyperon business rules engine for complex insurance workflows
Agent Portal system for insurance agent automation
Experience serving 80% of Polish insurance market
Learn more at
decerto.com
See exactly which data objects transfer from AdvisorEngine to Decerto
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Decerto.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
