Envestnet
Concord CRM
Transfer contacts, companies, activities, and more from Envestnet to Concord CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Concord CRM 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
Self-hosted deal management simplified
Concord CRM is a modern, self-hosted open-source CRM platform for managing deals, leads, and customer relationships. It offers unlimited users with a one-time license fee and full source code access.
One-time lifetime license with unlimited users
"Self-hosted deal management simplified"
Concord CRM is a modern, self-hosted open-source CRM platform for managing deals, leads, and customer relationships. It offers unlimited users with a one-time license fee and full source code access.
Ideal for: Teams seeking a cost-effective, self-hosted CRM with full control over source code and data privacy.
One-time lifetime license with unlimited users
Full source code access for customization
No per-user subscription fees
Intuitive kanban-style deal management
Learn more at
concordcrm.com
See exactly which data objects transfer from Envestnet to Concord CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Concord CRM.
Explore other popular CRM migrations similar to Envestnet to Concord CRM
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
