AdvisorEngine
SuiteCRM
Transfer contacts, companies, activities, and more from AdvisorEngine to SuiteCRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to SuiteCRM 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
Open source CRM for the world
SuiteCRM is the world's most popular open-source CRM solution, offering complete sales, marketing, and service functionality with full customization capabilities and no licensing costs.
Completely free and open-source
"Open source CRM for the world"
SuiteCRM is the world's most popular open-source CRM solution, offering complete sales, marketing, and service functionality with full customization capabilities and no licensing costs.
Ideal for: Organizations seeking a feature-rich, fully customizable CRM without licensing fees and with complete control over their data and deployment.
Completely free and open-source
Highly customizable modules and workflows
Self-hosted or cloud deployment options
Active community and extensive documentation
Learn more at
suitecrm.com
See exactly which data objects transfer from AdvisorEngine to SuiteCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to SuiteCRM.
Explore other popular CRM migrations similar to AdvisorEngine to SuiteCRM
Need to go the other way? We support bidirectional migrations.
SuiteCRM → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
