AdvisorEngine
Streak
Transfer contacts, companies, activities, and more from AdvisorEngine to Streak. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Streak 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
CRM built inside Gmail
Streak is a CRM platform seamlessly integrated within Gmail, enabling users to manage sales pipelines, track deals, and handle customer relationships directly from their inbox without switching applications.
Complete Gmail and Google Workspace integration
"CRM built inside Gmail"
Streak is a CRM platform seamlessly integrated within Gmail, enabling users to manage sales pipelines, track deals, and handle customer relationships directly from their inbox without switching applications.
Ideal for: Gmail power users and small teams wanting a lightweight CRM that lives entirely within their inbox with automatic email tracking and pipeline management.
Complete Gmail and Google Workspace integration
Real-time email tracking and notifications
Customizable pipelines for any workflow
Magic fields with automatic data population
Learn more at
streak.com
See exactly which data objects transfer from AdvisorEngine to Streak
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Streak.
Explore other popular CRM migrations similar to AdvisorEngine to Streak
Need to go the other way? We support bidirectional migrations.
Streak → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
