Envestnet
CosmoLex
Transfer contacts, companies, activities, and more from Envestnet to CosmoLex. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to CosmoLex 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
Cloud legal practice management software
CosmoLex is a cloud-based law practice management software that integrates trust and business accounting, time tracking, billing, email and document management, and tasks and calendaring in a single application. It combines legal accounting with comprehensive practice management tools designed specifically for law firms.
All-in-one legal accounting and practice management
"Cloud legal practice management software"
CosmoLex is a cloud-based law practice management software that integrates trust and business accounting, time tracking, billing, email and document management, and tasks and calendaring in a single application. It combines legal accounting with comprehensive practice management tools designed specifically for law firms.
Ideal for: Law firms and legal professionals seeking integrated cloud-based practice management with built-in accounting and matter management.
All-in-one legal accounting and practice management
Integrated trust and business accounting
Built-in legal CRM and lead management
Time tracking and billing automation
Learn more at
cosmolex.com
See exactly which data objects transfer from Envestnet to CosmoLex
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to CosmoLex.
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