Envestnet
Dealertrack
Transfer contacts, companies, activities, and more from Envestnet to Dealertrack. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Dealertrack 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
Digital solutions for automotive retail
Dealertrack by Cox Automotive is a leading provider of dealer management system (DMS) and integrated solutions for automotive retail, including CRM, F&I management, credit application processing, vehicle registration, and compliance tools. It streamlines vehicle transactions and enhances customer experience through integrated technologies.
Access to industry's largest lender network for instant credit decisions
"Digital solutions for automotive retail"
Dealertrack by Cox Automotive is a leading provider of dealer management system (DMS) and integrated solutions for automotive retail, including CRM, F&I management, credit application processing, vehicle registration, and compliance tools. It streamlines vehicle transactions and enhances customer experience through integrated technologies.
Ideal for: Dealerships seeking a comprehensive DMS platform with integrated CRM, F&I, and lending network capabilities for streamlined operations and customer management.
Access to industry's largest lender network for instant credit decisions
Comprehensive dealer management system with integrated CRM
Seamless integration with Cox Automotive ecosystem (vAuto, Dealer.com, etc.)
Reliable trade-in valuations and market data
Learn more at
dealertrack.com
See exactly which data objects transfer from Envestnet to Dealertrack
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Dealertrack.
Explore other popular CRM migrations similar to Envestnet to Dealertrack
Need to go the other way? We support bidirectional migrations.
Dealertrack → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
