Litify
AdvisorEngine
Transfer contacts, companies, activities, and more from Litify to AdvisorEngine. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Litify to AdvisorEngine 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
Legal operating platform built on Salesforce
Litify is an industry-specific CRM solution made for the legal industry and built entirely on the Salesforce platform. It empowers law firms and corporate legal departments with matter management, intake automation, document generation, timekeeping, billing, and real-time analytics enhanced with AI capabilities.
Built on Salesforce platform with enterprise security
CRM built for financial advisors
AdvisorEngine (formerly Junxure) is a CRM platform specifically designed for financial advisors and wealth management firms. It features workflow automation, client management, document storage, and integration with Office 365 to streamline advisory practice operations.
Purpose-built for financial advisors by advisors
"CRM built for financial advisors"
AdvisorEngine (formerly Junxure) is a CRM platform specifically designed for financial advisors and wealth management firms. It features workflow automation, client management, document storage, and integration with Office 365 to streamline advisory practice operations.
Ideal for: Financial advisory firms seeking a purpose-built CRM with workflow automation and client segmentation
Purpose-built for financial advisors by advisors
Powerful workflow automation for client service
Unlimited custom fields with no coding
Fast performance (10x faster page loads)
Learn more at
advisorengine.com
See exactly which data objects transfer from Litify to AdvisorEngine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Litify to AdvisorEngine.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
