Envestnet
Mixmax
Transfer contacts, companies, activities, and more from Envestnet to Mixmax. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Mixmax 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
The AI sales execution platform
Mixmax is a sales engagement platform that helps revenue teams accelerate deals through multi-channel sequences, email tracking, and meeting scheduling directly from Gmail and Outlook. It offers AI-powered email writing and engagement analytics.
Multi-channel sequences with email, phone, and LinkedIn
"The AI sales execution platform"
Mixmax is a sales engagement platform that helps revenue teams accelerate deals through multi-channel sequences, email tracking, and meeting scheduling directly from Gmail and Outlook. It offers AI-powered email writing and engagement analytics.
Ideal for: Sales and customer success teams seeking email-centric engagement tools with multi-channel sequences and CRM integration.
Multi-channel sequences with email, phone, and LinkedIn
AI-powered email composition and subject lines
In-email polls, surveys, and one-click scheduling
Native Salesforce and HubSpot integrations
Learn more at
mixmax.com
See exactly which data objects transfer from Envestnet to Mixmax
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Mixmax.
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Prefer email? talk@ambrstack.com
