WealthEngine
Sumac
Transfer contacts, companies, activities, and more from WealthEngine to Sumac. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to Sumac 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
The #1 Nonprofit Case Management Software
Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.
HIPAA and PIPEDA compliant with encrypted storage
"The #1 Nonprofit Case Management Software"
Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.
Ideal for: Small to medium-sized nonprofits seeking an affordable, all-in-one CRM with comprehensive case management and modular extensions for specific needs.
HIPAA and PIPEDA compliant with encrypted storage
30+ years of nonprofit-specific expertise
Modular extensions for donations, volunteers, and grants
Custom web-based intake forms with e-signatures
Learn more at
sumac.com
See exactly which data objects transfer from WealthEngine to Sumac
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to Sumac.
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Prefer email? talk@ambrstack.com
