Wealthbox
Dotdigital
Transfer contacts, companies, activities, and more from Wealthbox to Dotdigital. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to Dotdigital 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
Make every journey count
Dotdigital is a cross-channel marketing automation platform that helps digital marketers and developers deliver personalized communications across customer journeys. Founded in 1999 and now publicly listed on the London Stock Exchange, it unifies customer data and provides AI-driven personalization across email, SMS, push notifications, and social channels.
Advanced AI and personalization capabilities
"Make every journey count"
Dotdigital is a cross-channel marketing automation platform that helps digital marketers and developers deliver personalized communications across customer journeys. Founded in 1999 and now publicly listed on the London Stock Exchange, it unifies customer data and provides AI-driven personalization across email, SMS, push notifications, and social channels.
Ideal for: Enterprises and mid-market companies seeking advanced cross-channel marketing automation with AI personalization.
Advanced AI and personalization capabilities
Cross-channel campaign orchestration
Native Salesforce and Dynamics integrations
Contact scoring and behavioral tracking
Learn more at
dotdigital.com
See exactly which data objects transfer from Wealthbox to Dotdigital
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to Dotdigital.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
