Prospect CRM
Envestnet
Transfer contacts, companies, activities, and more from Prospect CRM to Envestnet. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Prospect CRM 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
The #1 Stock-Aware CRM
Prospect CRM is a stock-aware CRM designed for wholesalers, distributors, and manufacturers who sell products from stock B2B. It integrates real-time inventory and product data with CRM capabilities, enabling sales teams to manage repeat orders, track buying behavior, and increase customer lifetime value.
Unique stock-aware CRM with real-time inventory integration
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 Prospect CRM to Envestnet
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Prospect CRM to Envestnet.
Explore other popular CRM migrations similar to Prospect CRM to Envestnet
Need to go the other way? We support bidirectional migrations.
Envestnet → Prospect CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
