Envestnet
LEAP
Transfer contacts, companies, activities, and more from Envestnet to LEAP. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to LEAP 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
All-in-one legal practice management software
LEAP is a cloud-based legal practice management platform that combines case management, document automation, legal accounting, billing, time tracking, and client portal capabilities. It serves law firms of all sizes with tools designed specifically for legal professionals across all practice areas.
Four-time winner of Practice Management Solution of the Year
"All-in-one legal practice management software"
LEAP is a cloud-based legal practice management platform that combines case management, document automation, legal accounting, billing, time tracking, and client portal capabilities. It serves law firms of all sizes with tools designed specifically for legal professionals across all practice areas.
Ideal for: Law firms seeking an all-in-one cloud-based solution for case management, document automation, and legal accounting.
Four-time winner of Practice Management Solution of the Year
Comprehensive document automation and forms library
Integrated legal accounting and billing
Automatic time tracking
Learn more at
leap.us
See exactly which data objects transfer from Envestnet to LEAP
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to LEAP.
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