AdvisorEngine
Smokeball
Transfer contacts, companies, activities, and more from AdvisorEngine to Smokeball. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Smokeball 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
Best Legal Practice Management Software
Smokeball is an AI-powered legal practice management software platform featuring automatic time tracking, document automation with 20,000+ legal forms, and billing capabilities for law firms.
Automatic time capture tracking all work in software and Microsoft apps
"Best Legal Practice Management Software"
Smokeball is an AI-powered legal practice management software platform featuring automatic time tracking, document automation with 20,000+ legal forms, and billing capabilities for law firms.
Ideal for: Small to mid-sized law firms seeking automatic time capture, robust document automation, and tight integration with Microsoft Word and Outlook.
Automatic time capture tracking all work in software and Microsoft apps
Library of 20,000+ automated legal forms with custom form capability
Hybrid desktop and cloud-based system
Deep Microsoft Word and Outlook integration
Learn more at
smokeball.com
See exactly which data objects transfer from AdvisorEngine to Smokeball
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Smokeball.
Explore other popular CRM migrations similar to AdvisorEngine to Smokeball
Need to go the other way? We support bidirectional migrations.
Smokeball → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
