Wealthbox
Act!
Transfer contacts, companies, deals, and more from Wealthbox to Act!. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to Act! 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
Modern CRM for Financial Advisors
Wealthbox is an intuitive, modern CRM platform designed for financial advisors and wealth managers, offering contact management, task tracking, email sync, pipeline management, and deep integrations with custodial platforms.
Modern, intuitive design with minimal learning curve
CRM for small business growth
Act! is a contact and customer relationship management software designed for small and mid-sized businesses. It provides contact management, sales pipeline tracking, marketing automation, and communication tools to help teams organize customer data and close more deals.
Budget-friendly pricing starting at $30 per user
"CRM for small business growth"
Act! is a contact and customer relationship management software designed for small and mid-sized businesses. It provides contact management, sales pipeline tracking, marketing automation, and communication tools to help teams organize customer data and close more deals.
Ideal for: Small to mid-size businesses seeking affordable CRM with essential sales and marketing capabilities
Budget-friendly pricing starting at $30 per user
Easy-to-use interface for small teams
Integrated email marketing and automation
Strong Outlook integration
Learn more at
act.com
See exactly which data objects transfer from Wealthbox to Act!
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to Act!.
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Prefer email? talk@ambrstack.com
