AdvisorEngine
Dotdigital
Transfer contacts, companies, activities, and more from AdvisorEngine to Dotdigital. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Dotdigital 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
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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
Make every journey count
Dotdigital is a cross-channel marketing automation platform that helps digital marketers and developers deliver personalized communications across customer journeys. Founded in 1999 and now publicly listed on the London Stock Exchange, it unifies customer data and provides AI-driven personalization across email, SMS, push notifications, and social channels.
Advanced AI and personalization capabilities
"Make every journey count"
Dotdigital is a cross-channel marketing automation platform that helps digital marketers and developers deliver personalized communications across customer journeys. Founded in 1999 and now publicly listed on the London Stock Exchange, it unifies customer data and provides AI-driven personalization across email, SMS, push notifications, and social channels.
Ideal for: Enterprises and mid-market companies seeking advanced cross-channel marketing automation with AI personalization.
Advanced AI and personalization capabilities
Cross-channel campaign orchestration
Native Salesforce and Dynamics integrations
Contact scoring and behavioral tracking
Learn more at
dotdigital.com
See exactly which data objects transfer from AdvisorEngine to Dotdigital
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Dotdigital.
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Need to go the other way? We support bidirectional migrations.
Dotdigital → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
