AdvisorEngine
Legwork
Transfer contacts, activities, and more from AdvisorEngine to Legwork. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Legwork 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
Dental practice patient engagement software
Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.
Purpose-built for dental industry
"Dental practice patient engagement software"
Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.
Ideal for: Dental practices seeking comprehensive patient communication, appointment management, and marketing automation tools.
Purpose-built for dental industry
Integration with 35+ practice management systems
Two-way texting and automated appointment reminders
Online scheduling and digital forms
Learn more at
legwork.com
See exactly which data objects transfer from AdvisorEngine to Legwork
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Legwork.
Explore other popular CRM migrations similar to AdvisorEngine to Legwork
Need to go the other way? We support bidirectional migrations.
Legwork → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
