WealthEngine
Radiusbob
Transfer contacts, activities, and more from WealthEngine to Radiusbob. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to Radiusbob 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
Lead management and CRM for insurance agents
Radiusbob (Radius Bob) is a lead management and CRM software tool designed specifically for insurance agents. It combines lead, client, and agent management with built-in telephony, marketing automation, and sales workflow automation in one platform.
Built-in VoIP telephony with call recording and IVR
"Lead management and CRM for insurance agents"
Radiusbob (Radius Bob) is a lead management and CRM software tool designed specifically for insurance agents. It combines lead, client, and agent management with built-in telephony, marketing automation, and sales workflow automation in one platform.
Ideal for: Insurance agents and agencies seeking an all-in-one solution for lead management, client tracking, and integrated telephony.
Built-in VoIP telephony with call recording and IVR
Marketing automation with auto-responders and drip campaigns
Lead distribution and task assignment automation
Commission tracking capabilities
Learn more at
radiusbob.com
See exactly which data objects transfer from WealthEngine to Radiusbob
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to Radiusbob.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
