Envestnet
Klenty
Transfer contacts, companies, activities, and more from Envestnet to Klenty. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Klenty 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
AI sales engagement platform for B2B teams
Klenty is an AI-powered sales engagement platform enabling B2B sales teams to execute high-volume, personalized outreach across email, phone, SMS, WhatsApp, and LinkedIn with automation, CRM integration, and AI-powered insights.
Multi-channel outreach across email, phone, SMS, LinkedIn
"AI sales engagement platform for B2B teams"
Klenty is an AI-powered sales engagement platform enabling B2B sales teams to execute high-volume, personalized outreach across email, phone, SMS, WhatsApp, and LinkedIn with automation, CRM integration, and AI-powered insights.
Ideal for: B2B SDRs and sales teams seeking a multi-channel sales engagement platform with AI-powered personalization, cadence automation, and deep CRM integration.
Multi-channel outreach across email, phone, SMS, LinkedIn
AI-powered parallel and power dialers
Deep CRM integration with Salesforce, HubSpot, Pipedrive
Sales cadence automation with personalization
Learn more at
klenty.com
See exactly which data objects transfer from Envestnet to Klenty
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Klenty.
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Prefer email? talk@ambrstack.com
