Envestnet
Fortellis
Transfer your CRM data, and more from Envestnet to Fortellis. 2 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Fortellis 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
Automotive commerce exchange platform
Fortellis is an open, agnostic API platform and marketplace created by CDK Global for the automotive industry. It enables dealers, manufacturers, and developers to discover, build, and integrate solutions through a secure ecosystem of APIs and applications, facilitating seamless data exchange and business process automation.
Open, agnostic API platform for automotive industry
"Automotive commerce exchange platform"
Fortellis is an open, agnostic API platform and marketplace created by CDK Global for the automotive industry. It enables dealers, manufacturers, and developers to discover, build, and integrate solutions through a secure ecosystem of APIs and applications, facilitating seamless data exchange and business process automation.
Ideal for: Automotive dealers, manufacturers, and software developers seeking to integrate applications and automate workflows across the automotive commerce ecosystem.
Open, agnostic API platform for automotive industry
API Data Management and Field Management capabilities
Async APIs with OpenAPI standards compliance
Robust developer network and marketplace
Learn more at
fortellis.io
See exactly which data objects transfer from Envestnet to Fortellis
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Fortellis.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
