AdvisorEngine
Sprout Social
Transfer contacts, activities, and more from AdvisorEngine to Sprout Social. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Sprout Social 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
Social media management built for the world's top brands
Sprout Social is a comprehensive social media management and analytics platform with integrated Social CRM capabilities. It offers publishing, engagement, listening, and analytics tools with deep Salesforce integration for unified customer relationship management.
First social platform with Salesforce Bring Your Own Channel integration
"Social media management built for the world's top brands"
Sprout Social is a comprehensive social media management and analytics platform with integrated Social CRM capabilities. It offers publishing, engagement, listening, and analytics tools with deep Salesforce integration for unified customer relationship management.
Ideal for: Marketing teams and agencies seeking enterprise-grade social media management with integrated CRM capabilities and advanced analytics.
First social platform with Salesforce Bring Your Own Channel integration
Unified contact view with conversation history and notes
AI-powered social listening and sentiment analysis
Automated publishing with optimal timing
Learn more at
sproutsocial.com
See exactly which data objects transfer from AdvisorEngine to Sprout Social
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Sprout Social.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
