Envestnet
Zola Suite
Transfer contacts, companies, activities, and more from Envestnet to Zola Suite. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Envestnet to Zola Suite 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
End-to-End Legal Practice Management
Zola Suite (now CARET Legal) is a cloud-based legal practice management platform that integrates matter management, CRM, time tracking, billing, and accounting for law firms of all sizes.
Unified platform connecting front and back office operations
"End-to-End Legal Practice Management"
Zola Suite (now CARET Legal) is a cloud-based legal practice management platform that integrates matter management, CRM, time tracking, billing, and accounting for law firms of all sizes.
Ideal for: Solo practitioners and small to mid-sized law firms seeking an all-in-one practice management solution with built-in CRM, billing, and compliance features.
Unified platform connecting front and back office operations
Built-in CRM with lead tracking and intake form automation
Military-grade encryption and SOC 2 compliance
Integration with LawPay, QuickBooks, and Microsoft 365
Learn more at
zolasuite.com
See exactly which data objects transfer from Envestnet to Zola Suite
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Envestnet to Zola Suite.
Explore other popular CRM migrations similar to Envestnet to Zola Suite
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
