Envestnet
Swoogo
Transfer contacts, companies, activities, and more from Envestnet to Swoogo. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Swoogo 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
Event management software that works the way you do
Swoogo is a customizable event management platform for in-person, virtual, and hybrid events. It provides unlimited registration customization, event marketing tools, speaker management, and comprehensive analytics with native integrations to 30+ technologies.
Unlimited conditional logic and custom registration fields
"Event management software that works the way you do"
Swoogo is a customizable event management platform for in-person, virtual, and hybrid events. It provides unlimited registration customization, event marketing tools, speaker management, and comprehensive analytics with native integrations to 30+ technologies.
Ideal for: Event professionals seeking a highly customizable platform with unlimited registration logic, strong marketing tools, and user-based pricing without hidden fees.
Unlimited conditional logic and custom registration fields
Native Zoom integration for hybrid events
15-minute average support response time
User-based pricing with unlimited events and registrations
Learn more at
swoogo.com
See exactly which data objects transfer from Envestnet to Swoogo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Swoogo.
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Prefer email? talk@ambrstack.com
