Wealthbox
Feng Office
Transfer contacts, companies, activities, and more from Wealthbox to Feng Office. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to Feng Office 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
Project Management & Collaboration Software
Feng Office is a web-based collaboration and project management platform that combines project management, document management, time tracking, and CRM capabilities. It offers both cloud-hosted and self-hosted deployment options for teams and organizations.
Comprehensive project management with Gantt charts
"Project Management & Collaboration Software"
Feng Office is a web-based collaboration and project management platform that combines project management, document management, time tracking, and CRM capabilities. It offers both cloud-hosted and self-hosted deployment options for teams and organizations.
Ideal for: Small to mid-market teams seeking an integrated solution combining project management, document collaboration, and CRM functionality.
Comprehensive project management with Gantt charts
Integrated document management and version control
Time tracking and resource planning
Built-in CRM capabilities for client management
Learn more at
fengoffice.com
See exactly which data objects transfer from Wealthbox to Feng Office
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to Feng Office.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
