AdvisorEngine
GiveSmart
Transfer contacts, companies, activities, and more from AdvisorEngine to GiveSmart. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to GiveSmart 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
Fundraising software for nonprofits
GiveSmart by Momentive Software is a comprehensive fundraising platform that combines event management, mobile bidding, auctions, peer-to-peer campaigns, text-to-give, and donor management. It streamlines fundraising workflows with direct CRM integrations and automated donor tracking.
Comprehensive event and auction management
"Fundraising software for nonprofits"
GiveSmart by Momentive Software is a comprehensive fundraising platform that combines event management, mobile bidding, auctions, peer-to-peer campaigns, text-to-give, and donor management. It streamlines fundraising workflows with direct CRM integrations and automated donor tracking.
Ideal for: Nonprofits and schools seeking a unified platform for event fundraising, auctions, donor management, and automated follow-up.
Comprehensive event and auction management
Mobile bidding and text-to-give capabilities
Direct Salesforce and Raiser's Edge integrations
Peer-to-peer fundraising tools
Learn more at
givesmart.com
See exactly which data objects transfer from AdvisorEngine to GiveSmart
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to GiveSmart.
Explore other popular CRM migrations similar to AdvisorEngine to GiveSmart
Need to go the other way? We support bidirectional migrations.
GiveSmart → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
