Wealthbox
Swell
Transfer contacts, activities, and more from Wealthbox to Swell. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox to Swell 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
Patient Experience & Reputation Management Platform
Swell is a patient experience and reputation management platform designed for healthcare organizations. It automates review generation, collects patient and employee feedback through surveys, and centralizes online reviews from Google, Yelp, and Facebook in one dashboard.
Automated text and email review invitations
"Patient Experience & Reputation Management Platform"
Swell is a patient experience and reputation management platform designed for healthcare organizations. It automates review generation, collects patient and employee feedback through surveys, and centralizes online reviews from Google, Yelp, and Facebook in one dashboard.
Ideal for: Healthcare organizations seeking to improve patient experience, boost online reputation, and gather actionable feedback across multiple locations.
Automated text and email review invitations
Centralized review dashboard for Google, Yelp, and Facebook
Employee NPS and satisfaction tracking
EHR/PMS integration with automated workflows
Learn more at
swellcx.com
See exactly which data objects transfer from Wealthbox to Swell
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to Swell.
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Prefer email? talk@ambrstack.com
