AdvisorEngine
Groove
Transfer contacts, companies, activities, and more from AdvisorEngine to Groove. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Groove 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
Sales engagement platform built for Salesforce
Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy with automation, driving efficiency across the customer lifecycle. Acquired by Clari in 2023, it is Salesforce-native and captures 3x the activities of competing platforms.
Salesforce-native with no data latency
"Sales engagement platform built for Salesforce"
Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy with automation, driving efficiency across the customer lifecycle. Acquired by Clari in 2023, it is Salesforce-native and captures 3x the activities of competing platforms.
Ideal for: Enterprise sales teams using Salesforce who need a native sales engagement platform with comprehensive activity capture and multi-channel automation.
Salesforce-native with no data latency
Captures 3x more activities than competitors
Multi-channel campaigns (email, SMS, LinkedIn, calls)
#1 in enterprise customer satisfaction on G2 for four consecutive years
Learn more at
groove.co
See exactly which data objects transfer from AdvisorEngine to Groove
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Groove.
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Need to go the other way? We support bidirectional migrations.
Groove → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
