Envestnet
Xakia
Transfer contacts, companies, activities, and more from Envestnet to Xakia. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Xakia 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
Legal Matter Management Made Simple
Xakia is a cloud-based legal matter management platform for in-house legal teams, offering intake and triage, matter tracking, spend management, contract lifecycle support, and analytics dashboards.
Female-founded company with global presence across five continents
"Legal Matter Management Made Simple"
Xakia is a cloud-based legal matter management platform for in-house legal teams, offering intake and triage, matter tracking, spend management, contract lifecycle support, and analytics dashboards.
Ideal for: In-house legal departments of any size seeking intuitive matter management with intake automation, spend tracking, and actionable analytics without complex implementation.
Female-founded company with global presence across five continents
Out-of-the-box dashboards and reports for immediate legal visibility
Seamless integrations with NetDocuments, iManage, SharePoint, and Salesforce
ISO 27001, SOC2, and HIPAA certified for enterprise security
Learn more at
xakia.com
See exactly which data objects transfer from Envestnet to Xakia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Xakia.
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