AdvisorEngine
ResMan
Transfer contacts, companies, activities, and more from AdvisorEngine to ResMan. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to ResMan 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
Property Management Software Platform
ResMan is a cloud-based property management platform for multifamily and affordable housing, providing accounting, leasing, marketing, CRM, maintenance management, and compliance tools.
Full-featured CRM with AI chatbot and contact center integration
"Property Management Software Platform"
ResMan is a cloud-based property management platform for multifamily and affordable housing, providing accounting, leasing, marketing, CRM, maintenance management, and compliance tools.
Ideal for: Multifamily and affordable housing property management companies seeking a comprehensive platform with modern marketing capabilities and compliance support.
Full-featured CRM with AI chatbot and contact center integration
Complete accounting and compliance management for affordable housing
Customizable, interactive websites with high-conversion lead capture
Robust open API with 200+ integration partners
Learn more at
residentportal.com
See exactly which data objects transfer from AdvisorEngine to ResMan
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to ResMan.
Explore other popular CRM migrations similar to AdvisorEngine to ResMan
Need to go the other way? We support bidirectional migrations.
ResMan → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
