Envestnet
Fundly
Transfer contacts, and more from Envestnet to Fundly. 2 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Fundly 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
Online fundraising platform for causes
Fundly was a crowdfunding platform that allowed nonprofits, charities, schools, and other causes to raise money online through personalized donation pages with multimedia content and social sharing. The platform featured donation tracking, campaign management, and integrated payment processing. Note: Fundly shut down on December 10, 2025.
Keep-it-all model allowing organizations to retain all donations
"Online fundraising platform for causes"
Fundly was a crowdfunding platform that allowed nonprofits, charities, schools, and other causes to raise money online through personalized donation pages with multimedia content and social sharing. The platform featured donation tracking, campaign management, and integrated payment processing. Note: Fundly shut down on December 10, 2025.
Ideal for: Nonprofits and organizations seeking online fundraising with multimedia-rich campaign pages and easy donor engagement (platform is now closed).
Keep-it-all model allowing organizations to retain all donations
Multimedia-rich campaign pages with video galleries
Facebook OpenGraph integration for campaign visibility
Stripe payment processing integration
Learn more at
fundly.com
See exactly which data objects transfer from Envestnet to Fundly
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Fundly.
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Prefer email? talk@ambrstack.com
