Propertybase
Envestnet
Transfer contacts, companies, activities, and more from Propertybase to Envestnet. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Propertybase to Envestnet 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
Salesforce-powered real estate CRM
Propertybase is a cloud-based real estate platform built on Salesforce that provides CRM, marketing automation, IDX websites, and lead management for brokerages and teams. It helps real estate professionals showcase their brand, manage leads, and drive more business through digital experiences and automation.
Built on Salesforce trusted infrastructure
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
"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.
Ideal for: Registered investment advisors and wealth management firms seeking integrated CRM with portfolio management and trading.
Integrated CRM with portfolio management and trading capabilities
Automatic email tracking and linking to contact records
Advanced business intelligence and custom reporting dashboards
Seamless integration with multiple custodians and data sources
Learn more at
envestnet.com
See exactly which data objects transfer from Propertybase to Envestnet
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Propertybase to Envestnet.
Explore other popular CRM migrations similar to Propertybase to Envestnet
Need to go the other way? We support bidirectional migrations.
Envestnet → PropertybaseJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
