Envestnet
athenahealth
Transfer contacts, activities, and more from Envestnet to athenahealth. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to athenahealth 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
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 healthcare software and services
athenahealth is a healthcare technology company providing athenaOne, a comprehensive cloud-based platform combining electronic health records (EHR), practice management, medical billing, revenue cycle management, and patient engagement tools for ambulatory healthcare practices.
Fully integrated EHR and practice management
"Integrated healthcare software and services"
athenahealth is a healthcare technology company providing athenaOne, a comprehensive cloud-based platform combining electronic health records (EHR), practice management, medical billing, revenue cycle management, and patient engagement tools for ambulatory healthcare practices.
Ideal for: Mid-size and large medical practices seeking fully integrated EHR, practice management, and revenue cycle management in one platform.
Fully integrated EHR and practice management
Advanced revenue cycle management
Patient engagement and communication tools
FHIR and HL7 standards compliance
Learn more at
athenahealth.com
See exactly which data objects transfer from Envestnet to athenahealth
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to athenahealth.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
