Source
Envestnet

Envestnet

Destination
ResMan

ResMan

CRM MigrationStarting at $500

Migrate from Envestnet to ResMan

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Envestnet to ResMan. 10 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 ResMan 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 ResMan

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
ResMan

ResMan

Property Management Software Platform

ResMan is a cloud-based property management platform for multifamily and affordable housing, providing accounting, leasing, marketing, CRM, maintenance management, and compliance tools.

Founded 2000
Plano, Texas
Best for
Mid-MarketEnterprise
Industries
Property ManagementMultifamily HousingAffordable Housing+1 more
Top Strength

Full-featured CRM with AI chatbot and contact center integration

Your New CRM

Why ResMan is a great choice

ResMan

ResMan

"Property Management Software Platform"

ResMan is a cloud-based property management platform for multifamily and affordable housing, providing accounting, leasing, marketing, CRM, maintenance management, and compliance tools.

Ideal for: Multifamily and affordable housing property management companies seeking a comprehensive platform with modern marketing capabilities and compliance support.

Full-featured CRM with AI chatbot and contact center integration

Complete accounting and compliance management for affordable housing

Industries
Property ManagementMultifamily HousingAffordable Housing+1
Best For
Mid-MarketEnterprise

Customizable, interactive websites with high-conversion lead capture

Robust open API with 200+ integration partners

Learn more at

residentportal.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Envestnet to ResMan

Envestnet
ResMan
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
Not Available
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 ResMan Migration FAQ

Common questions about migrating from Envestnet to ResMan.

Related Migration Paths

Explore other popular CRM migrations similar to Envestnet to ResMan

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