Envestnet
Classy
Transfer contacts, activities, and more from Envestnet to Classy. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Classy 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
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
Nonprofit Fundraising and Donor Management
Classy, now GoFundMe Pro, is a comprehensive fundraising platform for nonprofits that combines donation management, donor relationship management, peer-to-peer fundraising, and fundraising campaign tracking. It integrates with leading nonprofit CRMs for unified constituent management.
Purpose-built for nonprofit fundraising
"Nonprofit Fundraising and Donor Management"
Classy, now GoFundMe Pro, is a comprehensive fundraising platform for nonprofits that combines donation management, donor relationship management, peer-to-peer fundraising, and fundraising campaign tracking. It integrates with leading nonprofit CRMs for unified constituent management.
Ideal for: Nonprofit organizations seeking an integrated fundraising platform with donor management and campaign tracking capabilities.
Purpose-built for nonprofit fundraising
Comprehensive donor management and 360-degree supporter view
Integration with Salesforce and other nonprofit CRMs
Peer-to-peer fundraising and event management
Learn more at
classy.org
See exactly which data objects transfer from Envestnet to Classy
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Classy.
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Prefer email? talk@ambrstack.com
