Envestnet
Customer.io
Transfer contacts, and more from Envestnet to Customer.io. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Customer.io 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
Behavioral marketing automation platform
Customer.io is a cloud-based marketing automation platform that enables businesses to send targeted, behavioral-driven messages across email, push notifications, SMS, and in-app channels. It uses customer behavior and data to trigger timely, personalized communications that drive engagement and retention.
Behavior-driven message triggering
"Behavioral marketing automation platform"
Customer.io is a cloud-based marketing automation platform that enables businesses to send targeted, behavioral-driven messages across email, push notifications, SMS, and in-app channels. It uses customer behavior and data to trigger timely, personalized communications that drive engagement and retention.
Ideal for: Product-led growth companies and digital businesses needing behavior-based customer communication across multiple channels.
Behavior-driven message triggering
Multi-channel messaging (email, SMS, push, in-app)
Advanced segmentation and targeting
Comprehensive API and webhook capabilities
Learn more at
customer.io
See exactly which data objects transfer from Envestnet to Customer.io
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Customer.io.
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Need to go the other way? We support bidirectional migrations.
Customer.io → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
