Envestnet
Legwork
Transfer contacts, activities, and more from Envestnet to Legwork. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Legwork 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
Dental practice patient engagement software
Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.
Purpose-built for dental industry
"Dental practice patient engagement software"
Legwork, now part of Planet DDS, is a patient relationship management and marketing automation platform for dental practices. It integrates with practice management systems to provide two-way texting, appointment reminders, online scheduling, patient reviews, and VoIP phone systems in one unified dashboard.
Ideal for: Dental practices seeking comprehensive patient communication, appointment management, and marketing automation tools.
Purpose-built for dental industry
Integration with 35+ practice management systems
Two-way texting and automated appointment reminders
Online scheduling and digital forms
Learn more at
legwork.com
See exactly which data objects transfer from Envestnet to Legwork
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Legwork.
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