AdvisorEngine
Twenty CRM
Transfer contacts, companies, activities, and more from AdvisorEngine to Twenty CRM. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Twenty CRM 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
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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
The #1 open-source CRM alternative to Salesforce
Twenty is a modern, open-source CRM platform designed as an alternative to Salesforce and HubSpot. Built with GPL licensing, it offers full customization, data ownership, and a community-powered approach to customer relationship management.
Open-source GPL license with full data ownership and control
"The #1 open-source CRM alternative to Salesforce"
Twenty is a modern, open-source CRM platform designed as an alternative to Salesforce and HubSpot. Built with GPL licensing, it offers full customization, data ownership, and a community-powered approach to customer relationship management.
Ideal for: Organizations seeking a customizable, self-hosted CRM with full data ownership and the flexibility of open-source software.
Open-source GPL license with full data ownership and control
REST and GraphQL APIs for extensive integration capabilities
Custom objects and fields for tailored data modeling
Email synchronization with metadata or full content options
Learn more at
twenty.com
See exactly which data objects transfer from AdvisorEngine to Twenty CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Twenty CRM.
Explore other popular CRM migrations similar to AdvisorEngine to Twenty CRM
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
