Tamarac CRM
Cognism
Transfer contacts, companies, activities, and more from Tamarac CRM to Cognism. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Cognism 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 designed for independent advisors
Tamarac CRM by Envestnet is a web-based relationship management system built on Microsoft Dynamics, designed specifically for Registered Investment Advisors (RIAs) with deep integration into portfolio management, reporting, and trading tools.
Deep integration with Envestnet Tamarac Reporting and Trading
Premium B2B data and intent intelligence
Cognism is a B2B sales intelligence platform that provides verified contact data, intent signals, and firmographic information. It enriches CRM records and delivers leads with compliance-first data access.
Premium verified contact database with direct dials
"Premium B2B data and intent intelligence"
Cognism is a B2B sales intelligence platform that provides verified contact data, intent signals, and firmographic information. It enriches CRM records and delivers leads with compliance-first data access.
Ideal for: B2B sales and marketing teams seeking premium verified contact data and real-time intent signals for prospect targeting.
Premium verified contact database with direct dials
Intent and technographic data for smart targeting
GDPR and CCPA compliant data access
Strong API for CRM integrations
Learn more at
cognism.com
See exactly which data objects transfer from Tamarac CRM to Cognism
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Cognism.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
