Tamarac CRM
RocketReach
Transfer contacts, companies, and more from Tamarac CRM to RocketReach. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to RocketReach 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
Lead Intelligence: Phone and Email Finder
RocketReach is a B2B contact and company database platform providing verified email addresses, phone numbers, and social profiles for over 700 million professionals across 60 million companies.
Database of 700+ million professional profiles
"Lead Intelligence: Phone and Email Finder"
RocketReach is a B2B contact and company database platform providing verified email addresses, phone numbers, and social profiles for over 700 million professionals across 60 million companies.
Ideal for: Sales teams, recruiters, and marketers who need accurate contact data for prospecting, lead enrichment, and outreach campaigns.
Database of 700+ million professional profiles
Verified email and phone number lookup with high accuracy
Chrome extension for LinkedIn and web prospecting
Bulk lookup and list building capabilities
Learn more at
rocketreach.co
See exactly which data objects transfer from Tamarac CRM to RocketReach
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to RocketReach.
Explore other popular CRM migrations similar to Tamarac CRM to RocketReach
Need to go the other way? We support bidirectional migrations.
RocketReach → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
