Envestnet
Perfectview
Transfer contacts, companies, activities, and more from Envestnet to Perfectview. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Perfectview 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
Dutch CRM for European businesses
PerfectView is the largest independent CRM software developer in the Netherlands, offering a user-friendly, all-in-one CRM system for relationship management, sales, marketing, and customer service. With 5,000+ customers across 19 countries and ISO-27001 certification, it provides GDPR-compliant solutions hosted within Europe.
Largest independent Dutch CRM developer (40+ years)
"Dutch CRM for European businesses"
PerfectView is the largest independent CRM software developer in the Netherlands, offering a user-friendly, all-in-one CRM system for relationship management, sales, marketing, and customer service. With 5,000+ customers across 19 countries and ISO-27001 certification, it provides GDPR-compliant solutions hosted within Europe.
Ideal for: European SMBs seeking a user-friendly, GDPR-compliant CRM with Dutch/German language support and European data hosting.
Largest independent Dutch CRM developer (40+ years)
ISO-27001 certified and fully GDPR compliant
Cloud-based with European data hosting
Unlimited data storage with daily backups
Learn more at
perfectview.nl
See exactly which data objects transfer from Envestnet to Perfectview
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Perfectview.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
