
WealthEngine

PBS Systems
Transfer contacts, companies, activities, and more from WealthEngine to PBS Systems. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to PBS Systems 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
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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

All-in-one dealership management system
PBS Systems provides a comprehensive dealer management system (DMS) for automotive dealerships, integrating accounting, sales, service, parts, business intelligence, and CRM in one platform. With 35+ years in the industry, their v10 platform serves thousands of dealerships across North America.
35+ years of automotive dealership expertise

"All-in-one dealership management system"
PBS Systems provides a comprehensive dealer management system (DMS) for automotive dealerships, integrating accounting, sales, service, parts, business intelligence, and CRM in one platform. With 35+ years in the industry, their v10 platform serves thousands of dealerships across North America.
Ideal for: Automotive dealerships seeking an all-in-one DMS with integrated CRM, accounting, sales, service, and parts management.
35+ years of automotive dealership expertise
All-in-one DMS with integrated CRM module
Digital Retailing and Digital Service Suite
99% customer retention rate
Learn more at
pbssystems.com
See exactly which data objects transfer from WealthEngine to PBS Systems


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to PBS Systems.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com