Envestnet
Omnisend
Transfer contacts, activities, and more from Envestnet to Omnisend. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Omnisend 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
Ecommerce email marketing made easy
Omnisend is an omnichannel marketing automation platform for ecommerce, offering email, SMS, and push notification campaigns with pre-built automations for welcome series, abandoned cart recovery, and post-purchase engagement.
Native integrations with Shopify, WooCommerce, BigCommerce
"Ecommerce email marketing made easy"
Omnisend is an omnichannel marketing automation platform for ecommerce, offering email, SMS, and push notification campaigns with pre-built automations for welcome series, abandoned cart recovery, and post-purchase engagement.
Ideal for: Ecommerce businesses seeking easy-to-use omnichannel marketing automation with native platform integrations.
Native integrations with Shopify, WooCommerce, BigCommerce
Pre-built automation workflows for ecommerce
Omnichannel campaigns across email, SMS, and push
160+ pre-built integrations
Learn more at
omnisend.com
See exactly which data objects transfer from Envestnet to Omnisend
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Omnisend.
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Prefer email? talk@ambrstack.com
