WealthEngine
Perfectview
Transfer contacts, companies, activities, and more from WealthEngine to Perfectview. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to Perfectview 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
Dutch CRM for European businesses
PerfectView is the largest independent CRM software developer in the Netherlands, offering a user-friendly, all-in-one CRM system for relationship management, sales, marketing, and customer service. With 5,000+ customers across 19 countries and ISO-27001 certification, it provides GDPR-compliant solutions hosted within Europe.
Largest independent Dutch CRM developer (40+ years)
"Dutch CRM for European businesses"
PerfectView is the largest independent CRM software developer in the Netherlands, offering a user-friendly, all-in-one CRM system for relationship management, sales, marketing, and customer service. With 5,000+ customers across 19 countries and ISO-27001 certification, it provides GDPR-compliant solutions hosted within Europe.
Ideal for: European SMBs seeking a user-friendly, GDPR-compliant CRM with Dutch/German language support and European data hosting.
Largest independent Dutch CRM developer (40+ years)
ISO-27001 certified and fully GDPR compliant
Cloud-based with European data hosting
Unlimited data storage with daily backups
Learn more at
perfectview.nl
See exactly which data objects transfer from WealthEngine to Perfectview
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to Perfectview.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
