Dealertrack
Envestnet
Transfer contacts, companies, activities, and more from Dealertrack to Envestnet. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Dealertrack 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
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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
Digital solutions for automotive retail
Dealertrack by Cox Automotive is a leading provider of dealer management system (DMS) and integrated solutions for automotive retail, including CRM, F&I management, credit application processing, vehicle registration, and compliance tools. It streamlines vehicle transactions and enhances customer experience through integrated technologies.
Access to industry's largest lender network for instant credit decisions
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 Dealertrack to Envestnet
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Dealertrack to Envestnet.
Explore other popular CRM migrations similar to Dealertrack to Envestnet
Need to go the other way? We support bidirectional migrations.
Envestnet → DealertrackJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
