CARET Legal
Envestnet
Transfer contacts, companies, activities, and more from CARET Legal to Envestnet. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your CARET Legal to Envestnet 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
Cloud-based practice management platform
Legal practice management software combining case management, billing, accounting, timekeeping, document management, workflows, CRM and intake in an all-in-one platform. Awarded Cloud-based Practice Management Platform of the Year 2025.
Integrated case and document management
Integrated wealth management platform
Envestnet provides integrated technology, data, and solutions to financial advisors and wealth management firms through its Tamarac CRM and other platforms. It offers comprehensive CRM, portfolio management, trading, and reporting capabilities tailored for registered investment advisors.
Integrated CRM with portfolio management and trading capabilities
"Integrated wealth management platform"
Envestnet provides integrated technology, data, and solutions to financial advisors and wealth management firms through its Tamarac CRM and other platforms. It offers comprehensive CRM, portfolio management, trading, and reporting capabilities tailored for registered investment advisors.
Ideal for: Registered investment advisors and wealth management firms seeking integrated CRM with portfolio management and trading.
Integrated CRM with portfolio management and trading capabilities
Automatic email tracking and linking to contact records
Advanced business intelligence and custom reporting dashboards
Seamless integration with multiple custodians and data sources
Learn more at
envestnet.com
See exactly which data objects transfer from CARET Legal to Envestnet
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from CARET Legal to Envestnet.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
