SmartOffice
Salentica
Transfer contacts, companies, deals, and more from SmartOffice to Salentica. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Salentica 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
CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
CRM Built for Wealth Management
Salentica is a client relationship management platform designed specifically for wealth managers, financial advisors, and investment professionals, offering solutions on both Microsoft Dynamics and Salesforce platforms.
Purpose-built for wealth management and financial advisory
"CRM Built for Wealth Management"
Salentica is a client relationship management platform designed specifically for wealth managers, financial advisors, and investment professionals, offering solutions on both Microsoft Dynamics and Salesforce platforms.
Ideal for: Registered investment advisors, broker-dealers, and wealth management firms seeking an industry-specific CRM with deep portfolio and custodian integrations.
Purpose-built for wealth management and financial advisory
Available on both Salesforce and Microsoft Dynamics platforms
Native integrations with custodians (Schwab, Fidelity, Black Diamond)
Data Broker platform for rapid integration deployment
Learn more at
salentica.com
See exactly which data objects transfer from SmartOffice to Salentica
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Salentica.
Explore other popular CRM migrations similar to SmartOffice to Salentica
Need to go the other way? We support bidirectional migrations.
Salentica → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
