WealthEngine
Contactually
Transfer contacts, activities, and more from WealthEngine to Contactually. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to Contactually 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
Relationships over data management
Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.
Relationship-centric CRM design
"Relationships over data management"
Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.
Ideal for: Real estate agents and brokers seeking relationship-focused CRM tools for maintaining client connections and follow-ups. (Platform closed March 2022)
Relationship-centric CRM design
Intuitive follow-up and activity management
AI-powered contact insights
Strong real estate-specific features
Learn more at
contactually.com
See exactly which data objects transfer from WealthEngine to Contactually
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to Contactually.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
