WealthEngine
AscendixRE CRM
Transfer contacts, companies, activities, and more from WealthEngine to AscendixRE CRM. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to AscendixRE CRM 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
Find Your Best Prospects with Wealth Intelligence
WealthEngine is a predictive analytics and wealth intelligence platform that helps nonprofits, financial services, luxury brands, and retail organizations identify high-net-worth prospects using data from over 60 sources covering 300 million profiles.
Wealth data from 60+ sources covering 300 million US profiles and 122 million households
Salesforce-powered commercial real estate CRM
AscendixRE is an advanced commercial real estate CRM built on Salesforce that transforms the platform into a specialized tool for brokers managing properties, leases, listings, deals, and capital markets. It includes stacking plans, commission calculations, advanced search, and commercial real estate-specific reporting.
Salesforce and Dynamics 365 compatibility
"Salesforce-powered commercial real estate CRM"
AscendixRE is an advanced commercial real estate CRM built on Salesforce that transforms the platform into a specialized tool for brokers managing properties, leases, listings, deals, and capital markets. It includes stacking plans, commission calculations, advanced search, and commercial real estate-specific reporting.
Ideal for: Commercial real estate brokers and companies using Salesforce seeking specialized CRE functionality with deal tracking and property management.
Salesforce and Dynamics 365 compatibility
Pre-built CRE objects and workflows
Advanced deal flow with drag-and-drop pipeline
Property mapping and stacking plans
Learn more at
ascendix.com
See exactly which data objects transfer from WealthEngine to AscendixRE CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to AscendixRE CRM.
Explore other popular CRM migrations similar to WealthEngine to AscendixRE CRM
Need to go the other way? We support bidirectional migrations.
AscendixRE CRM → WealthEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
