AdvisorEngine
Hopin
Transfer contacts, companies, activities, and more from AdvisorEngine to Hopin. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Hopin 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
Virtual and hybrid events platform
Hopin (now RingCentral Events) is an all-in-one event management platform for virtual, hybrid, and in-person events. It offers registration, networking, live streaming, expo areas, and audience engagement tools with CRM integrations and comprehensive analytics.
All-in-one platform for virtual, hybrid, and in-person events
"Virtual and hybrid events platform"
Hopin (now RingCentral Events) is an all-in-one event management platform for virtual, hybrid, and in-person events. It offers registration, networking, live streaming, expo areas, and audience engagement tools with CRM integrations and comprehensive analytics.
Ideal for: Organizations hosting virtual, hybrid, or in-person events who need comprehensive event management with networking, streaming, and CRM integration.
All-in-one platform for virtual, hybrid, and in-person events
AI-powered networking and matchmaking
40+ App Store integrations including HubSpot and Mailchimp
Comprehensive event analytics and reporting
Learn more at
hopin.com
See exactly which data objects transfer from AdvisorEngine to Hopin
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Hopin.
Explore other popular CRM migrations similar to AdvisorEngine to Hopin
Need to go the other way? We support bidirectional migrations.
Hopin → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
