Envestnet
Buildertrend
Transfer contacts, activities, and more from Envestnet to Buildertrend. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Buildertrend 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
Construction management and CRM
Buildertrend is the leading construction management platform for home builders, remodelers, and contractors featuring integrated CRM, project management, document storage, and client communication tools. It manages entire project lifecycles from sales through completion.
Industry-leading project management with Gantt charts
"Construction management and CRM"
Buildertrend is the leading construction management platform for home builders, remodelers, and contractors featuring integrated CRM, project management, document storage, and client communication tools. It manages entire project lifecycles from sales through completion.
Ideal for: Home builders and remodelers needing comprehensive construction management with integrated CRM and client portal capabilities.
Industry-leading project management with Gantt charts
Integrated CRM for sales pipeline and lead tracking
Client portal for transparency and communication
Comprehensive document and file management
Learn more at
buildertrend.com
See exactly which data objects transfer from Envestnet to Buildertrend
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Buildertrend.
Explore other popular CRM migrations similar to Envestnet to Buildertrend
Need to go the other way? We support bidirectional migrations.
Buildertrend → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
