Wealthbox
InterAction+
Transfer contacts, companies, deals, and more from Wealthbox to InterAction+. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to InterAction+ 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
The leading client relationship platform for law firms
InterAction+ by LexisNexis is a cloud-based CRM platform designed for law and professional services firms. It provides automated data capture, relationship intelligence, and predictive analytics to drive business development and client relationships.
Used by 75% of Am Law 100 and largest global firms
"The leading client relationship platform for law firms"
InterAction+ by LexisNexis is a cloud-based CRM platform designed for law and professional services firms. It provides automated data capture, relationship intelligence, and predictive analytics to drive business development and client relationships.
Ideal for: Law firms and professional services organizations seeking a specialized CRM with automated relationship tracking, client intelligence, and Microsoft 365 integration.
Used by 75% of Am Law 100 and largest global firms
Automated data capture eliminating manual entry
Relationship intelligence with predictive analytics
Deep Microsoft 365 integration including Outlook and Teams
Learn more at
lexisnexis.com
See exactly which data objects transfer from Wealthbox to InterAction+
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to InterAction+.
Explore other popular CRM migrations similar to Wealthbox to InterAction+
Need to go the other way? We support bidirectional migrations.
InterAction+ → WealthboxJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
