WealthEngine
CASEpeer
Transfer contacts, companies, activities, and more from WealthEngine to CASEpeer. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to CASEpeer 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
Personal injury law case management
Cloud-based case management software specialized for personal injury law firms. Features high-volume intake management, settlement tracking, lien reductions, and automated document management designed specifically for PI attorneys.
Specialized for personal injury law workflows
"Personal injury law case management"
Cloud-based case management software specialized for personal injury law firms. Features high-volume intake management, settlement tracking, lien reductions, and automated document management designed specifically for PI attorneys.
Ideal for: Personal injury law firms seeking specialized case management with settlement tracking and high-volume intake capabilities.
Specialized for personal injury law workflows
Settlement calculator and demand tracker
Intake management and campaign tracking
Litigation event planning with calendar sync
Learn more at
casepeer.com
See exactly which data objects transfer from WealthEngine to CASEpeer
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to CASEpeer.
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Need to go the other way? We support bidirectional migrations.
CASEpeer → WealthEngineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
