Shape
Wealthbox
Transfer contacts, companies, deals, and more from Shape to Wealthbox. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Shape to Wealthbox 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 all-in-one business management solution
Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.
Built-in click-to-dial and SMS with 10DLC compliance
Modern CRM for Financial Advisors
Wealthbox is an intuitive, modern CRM platform designed for financial advisors and wealth managers, offering contact management, task tracking, email sync, pipeline management, and deep integrations with custodial platforms.
Modern, intuitive design with minimal learning curve
"Modern CRM for Financial Advisors"
Wealthbox is an intuitive, modern CRM platform designed for financial advisors and wealth managers, offering contact management, task tracking, email sync, pipeline management, and deep integrations with custodial platforms.
Ideal for: Financial advisors and wealth management teams seeking a modern, user-friendly CRM with minimal learning curve and deep integrations with wealth-tech platforms.
Modern, intuitive design with minimal learning curve
Two-way email sync for full productivity
Integrated with custodial platforms and wealth-tech products
SOC 2 Type 2 certified with 256-bit encryption
Learn more at
wealthbox.com
See exactly which data objects transfer from Shape to Wealthbox
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Shape to Wealthbox.
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Prefer email? talk@ambrstack.com
