Envestnet
TotalBrokerage
Transfer contacts, companies, activities, and more from Envestnet to TotalBrokerage. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to TotalBrokerage 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
Easy compliance, accurate commissions
TotalBrokerage is a comprehensive real estate brokerage management platform combining CRM, transaction management, e-signatures, marketing automation, and commission tracking to streamline operations from first contact to close.
Complete brokerage solution eliminating need for separate tools
"Easy compliance, accurate commissions"
TotalBrokerage is a comprehensive real estate brokerage management platform combining CRM, transaction management, e-signatures, marketing automation, and commission tracking to streamline operations from first contact to close.
Ideal for: Real estate brokerages seeking an all-in-one platform for CRM, transaction management, compliance, commission tracking, and agent onboarding.
Complete brokerage solution eliminating need for separate tools
Automated commission calculation with flexible tracking system
Built-in e-signature capabilities with text and email delivery
Customer Contact Duplication Protection across agents
Learn more at
totalbrokerage.com
See exactly which data objects transfer from Envestnet to TotalBrokerage
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to TotalBrokerage.
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Need to go the other way? We support bidirectional migrations.
TotalBrokerage → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
