Tamarac CRM
Wice CRM
Transfer contacts, companies, activities, and more from Tamarac CRM to Wice CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Wice CRM 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
The Customer in View, Success Under Control
Wice CRM is a German CRM software offering contact management, sales opportunity tracking, project management, marketing campaigns, invoicing, and service management with both cloud and on-premise deployment options.
Over 20 years of CRM experience with German data protection compliance
"The Customer in View, Success Under Control"
Wice CRM is a German CRM software offering contact management, sales opportunity tracking, project management, marketing campaigns, invoicing, and service management with both cloud and on-premise deployment options.
Ideal for: German SMBs seeking a GDPR-compliant CRM with comprehensive sales, marketing, and service features hosted exclusively in Germany with flexible deployment options.
Over 20 years of CRM experience with German data protection compliance
Hosted exclusively in Germany for data sovereignty
Available as both SaaS and on-premise solution
Integrated project management and invoicing capabilities
Learn more at
wice.de
See exactly which data objects transfer from Tamarac CRM to Wice CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Wice CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
