Envestnet
Wealthbox
Transfer contacts, companies, activities, and more from Envestnet to Wealthbox. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Wealthbox 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
Modern CRM for Financial Advisors
Wealthbox is an intuitive, modern CRM platform designed for financial advisors and wealth managers, offering contact management, task tracking, email sync, pipeline management, and deep integrations with custodial platforms.
Modern, intuitive design with minimal learning curve
"Modern CRM for Financial Advisors"
Wealthbox is an intuitive, modern CRM platform designed for financial advisors and wealth managers, offering contact management, task tracking, email sync, pipeline management, and deep integrations with custodial platforms.
Ideal for: Financial advisors and wealth management teams seeking a modern, user-friendly CRM with minimal learning curve and deep integrations with wealth-tech platforms.
Modern, intuitive design with minimal learning curve
Two-way email sync for full productivity
Integrated with custodial platforms and wealth-tech products
SOC 2 Type 2 certified with 256-bit encryption
Learn more at
wealthbox.com
See exactly which data objects transfer from Envestnet to Wealthbox
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Wealthbox.
Explore other popular CRM migrations similar to Envestnet to Wealthbox
Need to go the other way? We support bidirectional migrations.
Wealthbox → EnvestnetJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
