AdvisorEngine
Double the Donation
Transfer contacts, companies, activities, and more from AdvisorEngine to Double the Donation. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Double the Donation 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
Raise more with matching gifts
Double the Donation is the leading provider of corporate employee matching gift software founded in 2011. It helps nonprofits, schools, and universities increase fundraising revenue by identifying donors whose employers offer matching gift programs and streamlining the matching gift process.
World's most comprehensive matching gift database
"Raise more with matching gifts"
Double the Donation is the leading provider of corporate employee matching gift software founded in 2011. It helps nonprofits, schools, and universities increase fundraising revenue by identifying donors whose employers offer matching gift programs and streamlining the matching gift process.
Ideal for: Nonprofits and educational institutions seeking to maximize fundraising through corporate employee matching gift programs.
World's most comprehensive matching gift database
20,000+ companies and subsidiaries covered
Significant revenue boost from matching gifts
Easy donor matching identification
Learn more at
doublethedonation.com
See exactly which data objects transfer from AdvisorEngine to Double the Donation
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Double the Donation.
Explore other popular CRM migrations similar to AdvisorEngine to Double the Donation
Need to go the other way? We support bidirectional migrations.
Double the Donation → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
