Envestnet
Daylite
Transfer contacts, companies, activities, and more from Envestnet to Daylite. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Daylite 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
Organize your whole business in one app
Daylite is a comprehensive CRM and project management platform built for Mac, iPhone, and iPad that helps small businesses and entrepreneurs capture leads, nurture relationships, close deals, manage projects, and track follow-ups. It integrates contact management, sales pipeline, project management, and email/calendar features into a single application designed for Apple users.
Native Apple integration across Mac, iPhone, and iPad
"Organize your whole business in one app"
Daylite is a comprehensive CRM and project management platform built for Mac, iPhone, and iPad that helps small businesses and entrepreneurs capture leads, nurture relationships, close deals, manage projects, and track follow-ups. It integrates contact management, sales pipeline, project management, and email/calendar features into a single application designed for Apple users.
Ideal for: Small teams and entrepreneurs working exclusively on Apple products who need integrated CRM and project management capabilities.
Native Apple integration across Mac, iPhone, and iPad
Kanban-style opportunities pipeline management
Built-in project management and task delegation
Advanced contact network mapping (spiderweb of connections)
Learn more at
marketcircle.com
See exactly which data objects transfer from Envestnet to Daylite
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Daylite.
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