Envestnet
REDX
Transfer contacts, activities, and more from Envestnet to REDX. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to REDX 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 Ultimate Real Estate Prospecting Platform
REDX is a SaaS-based prospecting platform for real estate agents, providing high-quality lead data for expired listings, FSBOs, pre-foreclosures, and GeoLeads along with a power dialer and Vortex CRM.
Curated lead lists including Expired, FSBO, FRBO, and Pre-Foreclosure
"The Ultimate Real Estate Prospecting Platform"
REDX is a SaaS-based prospecting platform for real estate agents, providing high-quality lead data for expired listings, FSBOs, pre-foreclosures, and GeoLeads along with a power dialer and Vortex CRM.
Ideal for: Real estate agents focused on cold calling and prospecting who need accurate seller lead data and an integrated power dialer system.
Curated lead lists including Expired, FSBO, FRBO, and Pre-Foreclosure
Power Dialer with 4x more conversations per hour
Vortex lead management and CRM system
Phone script templates tailored to each lead type
Learn more at
theredx.com
See exactly which data objects transfer from Envestnet to REDX
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to REDX.
Explore other popular CRM migrations similar to Envestnet to REDX
Join hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
