Envestnet
Vocus
Transfer contacts, companies, activities, and more from Envestnet to Vocus. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Vocus 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
Comprehensive PR and Marketing Software
Vocus was a cloud-based public relations and marketing software platform providing media database access, press release distribution, social media monitoring, and campaign analytics for communications professionals.
Media database of 400,000+ journalists and bloggers
"Comprehensive PR and Marketing Software"
Vocus was a cloud-based public relations and marketing software platform providing media database access, press release distribution, social media monitoring, and campaign analytics for communications professionals.
Ideal for: Communications professionals and PR agencies who needed media database access, press release distribution, and social media monitoring (now part of Cision).
Media database of 400,000+ journalists and bloggers
Press release distribution via PRWeb
Social media monitoring and analytics
Help a Reporter Out (HARO) service
Learn more at
vocus.com
See exactly which data objects transfer from Envestnet to Vocus
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Vocus.
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