WealthEngine
CaseFleet
Transfer contacts, companies, activities, and more from WealthEngine to CaseFleet. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to CaseFleet 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
AI-powered case management software
Cloud-based AI-powered case management platform built for litigators with advanced document intelligence, timeline visualization, and semantic search. Designed to help attorneys organize evidence, review documents faster, and manage litigation workflows.
AI-powered document intelligence with automatic summarization
"AI-powered case management software"
Cloud-based AI-powered case management platform built for litigators with advanced document intelligence, timeline visualization, and semantic search. Designed to help attorneys organize evidence, review documents faster, and manage litigation workflows.
Ideal for: Litigation firms and attorneys seeking AI-powered document review and intelligent case organization tools.
AI-powered document intelligence with automatic summarization
Visual timeline and fact mapping for complex cases
Advanced search capabilities with semantic search
Deposition transcript review and markup tools
Learn more at
casefleet.com
See exactly which data objects transfer from WealthEngine to CaseFleet
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to CaseFleet.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
