Source
Envestnet

Envestnet

Destination
Rent Manager

Rent Manager

CRM MigrationStarting at $500

Migrate from Envestnet to Rent Manager

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Envestnet to Rent Manager. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Envestnet to Rent Manager migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Envestnet vs Rent Manager

A quick look at both platforms to help you understand your migration path

Migrating from
Envestnet

Envestnet

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.

Founded 1999
Chicago, IL
Best for
Mid-MarketEnterprise
Industries
Wealth ManagementFinancial AdvisoryInvestment Management+1 more
Top Strength

Integrated CRM with portfolio management and trading capabilities

Migrating to
Rent Manager

Rent Manager

Powerful, Customizable Property Management Software

Rent Manager is a comprehensive, cloud-based property management software for managing residential, commercial, association, and self-storage portfolios, offering accounting, maintenance management, and communication tools.

Founded 1982
Cincinnati, Ohio
Best for
Small BusinessMid-MarketEnterprise
Industries
Property ManagementReal EstateSelf-Storage+1 more
Top Strength

Highly customizable with double-entry accounting system

Your New CRM

Why Rent Manager is a great choice

Rent Manager

Rent Manager

"Powerful, Customizable Property Management Software"

Rent Manager is a comprehensive, cloud-based property management software for managing residential, commercial, association, and self-storage portfolios, offering accounting, maintenance management, and communication tools.

Ideal for: Property management companies of any size seeking a fully customizable, scalable platform with robust accounting, maintenance, and communication capabilities.

Highly customizable with double-entry accounting system

Over 450 comprehensive built-in reports

Industries
Property ManagementReal EstateSelf-Storage+1
Best For
Small BusinessMid-MarketEnterprise

AI-enhanced automation with Orion AI

Used by 10,000+ property management companies

Learn more at

rentmanager.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Envestnet to Rent Manager

Envestnet
Rent Manager
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Supported
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Envestnet to Rent Manager Migration FAQ

Common questions about migrating from Envestnet to Rent Manager.

Related Migration Paths

Explore other popular CRM migrations similar to Envestnet to Rent Manager

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