
Envestnet

RoomRaccoon
Transfer contacts, activities, and more from Envestnet to RoomRaccoon. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to RoomRaccoon 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

The All-In-One Hotel Management System
RoomRaccoon is an all-in-one hotel management software that combines a property management system (PMS), channel manager, and booking engine into a unified platform for independent hotels and accommodation businesses.
All-in-one platform combining PMS, channel manager, and booking engine

"The All-In-One Hotel Management System"
RoomRaccoon is an all-in-one hotel management software that combines a property management system (PMS), channel manager, and booking engine into a unified platform for independent hotels and accommodation businesses.
Ideal for: Independent hoteliers and accommodation businesses seeking an integrated property management solution with channel distribution and direct booking capabilities.
All-in-one platform combining PMS, channel manager, and booking engine
Over 400 integrations with booking channels and third-party tools
Automated yield management and revenue optimization
Award-winning solution (World's Best Hotel Channel Manager)
Learn more at
roomraccoon.com
See exactly which data objects transfer from Envestnet to RoomRaccoon


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to RoomRaccoon.
Explore other popular CRM migrations similar to Envestnet to RoomRaccoon
Need to go the other way? We support bidirectional migrations.
RoomRaccoon → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com