Envestnet
Contactually
Transfer contacts, activities, and more from Envestnet to Contactually. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Contactually 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
Relationships over data management
Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.
Relationship-centric CRM design
"Relationships over data management"
Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.
Ideal for: Real estate agents and brokers seeking relationship-focused CRM tools for maintaining client connections and follow-ups. (Platform closed March 2022)
Relationship-centric CRM design
Intuitive follow-up and activity management
AI-powered contact insights
Strong real estate-specific features
Learn more at
contactually.com
See exactly which data objects transfer from Envestnet to Contactually
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Contactually.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
