AdvisorEngine
EZLynx
Transfer contacts, companies, activities, and more from AdvisorEngine to EZLynx. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to EZLynx 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
All-in-One Agency Management System
EZLynx is a cloud-based agency management system and insurance CRM that enables agencies to streamline workflows, automate comparative rating across multiple carriers, and manage customer lifecycle from lead to policy. It includes real-time quoting, sales pipeline management, and policy synchronization.
Real-time comparative rating with 330+ carriers
"All-in-One Agency Management System"
EZLynx is a cloud-based agency management system and insurance CRM that enables agencies to streamline workflows, automate comparative rating across multiple carriers, and manage customer lifecycle from lead to policy. It includes real-time quoting, sales pipeline management, and policy synchronization.
Ideal for: Insurance agencies of all sizes seeking to automate multi-carrier quoting and streamline their agency management operations.
Real-time comparative rating with 330+ carriers
Advanced API solutions for custom integrations
Scalable architecture for high-volume quoting
Comprehensive policy management and tracking
Learn more at
ezlynx.com
See exactly which data objects transfer from AdvisorEngine to EZLynx
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to EZLynx.
Explore other popular CRM migrations similar to AdvisorEngine to EZLynx
Need to go the other way? We support bidirectional migrations.
EZLynx → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
