Envestnet
Kartra
Transfer contacts, activities, and more from Envestnet to Kartra. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Kartra 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
Prefer email? talk@ambrstack.com
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
The all-in-one marketing platform
Kartra is a comprehensive all-in-one online business platform combining sales funnels, email marketing, landing pages, membership hosting, helpdesk, affiliate management, and video hosting in a single integrated system.
All-in-one platform replacing 8-12 separate tools
"The all-in-one marketing platform"
Kartra is a comprehensive all-in-one online business platform combining sales funnels, email marketing, landing pages, membership hosting, helpdesk, affiliate management, and video hosting in a single integrated system.
Ideal for: Coaches, consultants, and digital entrepreneurs seeking an all-in-one platform for funnels, email marketing, memberships, and online courses without multiple tool integrations.
All-in-one platform replacing 8-12 separate tools
Native video hosting and membership sites
Advanced marketing automation sequences
Built-in affiliate management system
Learn more at
kartra.com
See exactly which data objects transfer from Envestnet to Kartra
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Kartra.
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Prefer email? talk@ambrstack.com
