Source
RealPage

RealPage

Destination
Envestnet

Envestnet

CRM MigrationStarting at $500

Migrate from RealPage to Envestnet

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from RealPage to Envestnet. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your RealPage to Envestnet migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

RealPage vs Envestnet

A quick look at both platforms to help you understand your migration path

Migrating from
RealPage

RealPage

Property management software and analytics leader

RealPage is a leading provider of property management software and data analytics for the real estate industry. It offers solutions for leasing, rent payment, maintenance, financial management, and resident experience across multifamily, commercial, and single-family sectors.

Founded 1998
Richardson, Texas, United States
Best for
Mid-MarketEnterprise
Industries
Property ManagementMultifamilyCommercial Real Estate+2 more
Top Strength

Comprehensive property management platform serving 24M+ units

Migrating to
Envestnet

Envestnet

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.

Founded 1999
Chicago, IL
Best for
Mid-MarketEnterprise
Industries
Wealth ManagementFinancial AdvisoryInvestment Management+1 more
Top Strength

Integrated CRM with portfolio management and trading capabilities

Your New CRM

Why Envestnet is a great choice

Envestnet

Envestnet

"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

Industries
Wealth ManagementFinancial AdvisoryInvestment Management+1
Best For
Mid-MarketEnterprise

Advanced business intelligence and custom reporting dashboards

Seamless integration with multiple custodians and data sources

Learn more at

envestnet.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from RealPage to Envestnet

RealPage
Envestnet
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Supported
Quotes
Mapping Required
Documents
Supported
Campaigns
Not Available

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

RealPage to Envestnet Migration FAQ

Common questions about migrating from RealPage to Envestnet.

Related Migration Paths

Explore other popular CRM migrations similar to RealPage to Envestnet

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Prefer email? talk@ambrstack.com