AdvisorEngine
Ylopo
Transfer contacts, activities, and more from AdvisorEngine to Ylopo. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Ylopo 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
AI-Driven Digital Marketing Platform for Real Estate
Ylopo is a comprehensive digital marketing platform for real estate professionals, combining AI-powered lead generation and nurturing, custom branded websites, and intelligent CRM integrations to help agents close more deals.
AI Voice and Text assistants trained on 50+ million conversations
"AI-Driven Digital Marketing Platform for Real Estate"
Ylopo is a comprehensive digital marketing platform for real estate professionals, combining AI-powered lead generation and nurturing, custom branded websites, and intelligent CRM integrations to help agents close more deals.
Ideal for: Real estate agents and teams seeking AI-powered lead generation with intelligent nurturing through voice and text conversations, integrated with their existing CRM.
AI Voice and Text assistants trained on 50+ million conversations
Facebook and Google PPC campaign management with unlimited lead generation
Dynamic video ads and Listing Rocket for automated listing marketing
Seamless integration with Follow Up Boss, Sierra Interactive, and other top CRMs
Learn more at
ylopo.com
See exactly which data objects transfer from AdvisorEngine to Ylopo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Ylopo.
Explore other popular CRM migrations similar to AdvisorEngine to Ylopo
Need to go the other way? We support bidirectional migrations.
Ylopo → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
