Envestnet
Lemlist
Transfer contacts, companies, activities, and more from Envestnet to Lemlist. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Lemlist 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
Multichannel sales outreach and prospecting platform
Lemlist is a B2B sales engagement platform that enables personalized outreach across email, LinkedIn, WhatsApp, and phone from a single sequence. It offers a 450M+ lead database, email deliverability tools, and AI-powered personalization to help sales teams automate prospecting without losing the human touch.
450M+ lead database with verified emails and phone numbers
"Multichannel sales outreach and prospecting platform"
Lemlist is a B2B sales engagement platform that enables personalized outreach across email, LinkedIn, WhatsApp, and phone from a single sequence. It offers a 450M+ lead database, email deliverability tools, and AI-powered personalization to help sales teams automate prospecting without losing the human touch.
Ideal for: Sales teams and agencies seeking to automate personalized multichannel outreach with built-in lead database and deliverability tools.
450M+ lead database with verified emails and phone numbers
Multichannel sequences (email, LinkedIn, WhatsApp, calls)
AI-powered personalization at scale
Lemwarm email deliverability service included
Learn more at
lemlist.com
See exactly which data objects transfer from Envestnet to Lemlist
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Lemlist.
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Prefer email? talk@ambrstack.com
