Wise Agent
AdvisorEngine
Transfer contacts, activities, and more from Wise Agent to AdvisorEngine. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wise Agent to AdvisorEngine 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
The Best CRM for Top Real Estate Agents
Wise Agent is an all-in-one real estate CRM platform combining contact management, lead automation, transaction management, drip campaigns, and marketing tools designed specifically for real estate professionals.
Named Best Real Estate CRM of 2022 by Forbes Advisor
CRM built for financial advisors
AdvisorEngine (formerly Junxure) is a CRM platform specifically designed for financial advisors and wealth management firms. It features workflow automation, client management, document storage, and integration with Office 365 to streamline advisory practice operations.
Purpose-built for financial advisors by advisors
"CRM built for financial advisors"
AdvisorEngine (formerly Junxure) is a CRM platform specifically designed for financial advisors and wealth management firms. It features workflow automation, client management, document storage, and integration with Office 365 to streamline advisory practice operations.
Ideal for: Financial advisory firms seeking a purpose-built CRM with workflow automation and client segmentation
Purpose-built for financial advisors by advisors
Powerful workflow automation for client service
Unlimited custom fields with no coding
Fast performance (10x faster page loads)
Learn more at
advisorengine.com
See exactly which data objects transfer from Wise Agent to AdvisorEngine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wise Agent to AdvisorEngine.
Explore other popular CRM migrations similar to Wise Agent to AdvisorEngine
Need to go the other way? We support bidirectional migrations.
AdvisorEngine → Wise AgentJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
