SmartOffice
Wave
Transfer contacts, companies, activities, and more from SmartOffice to Wave. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Wave 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
Small Business Software Built for Entrepreneurs
Wave is a free accounting software platform for freelancers and small businesses, offering invoicing, expense tracking, receipt scanning, payment processing, and payroll services with a simple CRM component.
Free starter plan with core accounting features
"Small Business Software Built for Entrepreneurs"
Wave is a free accounting software platform for freelancers and small businesses, offering invoicing, expense tracking, receipt scanning, payment processing, and payroll services with a simple CRM component.
Ideal for: Freelancers, self-employed contractors, and small businesses with under 10 employees seeking free, easy-to-use accounting software with basic CRM capabilities.
Free starter plan with core accounting features
Professional invoicing with online payment acceptance
Bank-level 256-bit SSL encryption and PCI-DSS compliance
Receipt scanning and automatic categorization
Learn more at
waveapps.com
See exactly which data objects transfer from SmartOffice to Wave
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Wave.
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Prefer email? talk@ambrstack.com
