AdvisorEngine
Zurple
Transfer contacts, activities, and more from AdvisorEngine to Zurple. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AdvisorEngine to Zurple 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
Automated, Intelligent Real Estate Client Generation
Zurple is a real estate client generation platform that combines exclusive lead generation with automated, behavior-based email and SMS nurturing to help agents convert prospects into clients.
Exclusive leads never shared with competing agents
"Automated, Intelligent Real Estate Client Generation"
Zurple is a real estate client generation platform that combines exclusive lead generation with automated, behavior-based email and SMS nurturing to help agents convert prospects into clients.
Ideal for: Real estate agents seeking an automated lead generation and nurturing system with exclusive leads, IDX websites, and intelligent follow-up sequences.
Exclusive leads never shared with competing agents
Behavior-based automated email and SMS nurturing (200+ messages)
IDX website with property search and lead capture
Pipeline Boost and Auto Listings for social media lead generation
Learn more at
zurple.com
See exactly which data objects transfer from AdvisorEngine to Zurple
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AdvisorEngine to Zurple.
Explore other popular CRM migrations similar to AdvisorEngine to Zurple
Need to go the other way? We support bidirectional migrations.
Zurple → AdvisorEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
