Envestnet
Likely.AI
Transfer contacts, activities, and more from Envestnet to Likely.AI. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Likely.AI 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
AI-powered real estate predictive intelligence
Likely.AI is a predictive analytics platform for real estate professionals that uses AI to identify homeowners likely to sell, refinance, or face foreclosure. It combines contact enrichment, predictive scoring, and marketing tools to help realtors, brokers, and lenders generate targeted leads and prioritize outreach.
Patented AI predicting sellers within 90-120 days
"AI-powered real estate predictive intelligence"
Likely.AI is a predictive analytics platform for real estate professionals that uses AI to identify homeowners likely to sell, refinance, or face foreclosure. It combines contact enrichment, predictive scoring, and marketing tools to help realtors, brokers, and lenders generate targeted leads and prioritize outreach.
Ideal for: Real estate agents, brokers, and loan officers seeking AI-powered predictive analytics to identify likely sellers and prioritize leads.
Patented AI predicting sellers within 90-120 days
REfresh Engine for contact data enrichment
Likely Seller and Likely Foreclosure models
Coverage in 3,000+ US counties
Learn more at
likely.ai
See exactly which data objects transfer from Envestnet to Likely.AI
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Likely.AI.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
