
Wise Agent

Riskalyze
Transfer contacts, deals, activities, and more from Wise Agent to Riskalyze. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wise Agent to Riskalyze 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

The Growth Platform for Wealth Management Firms
Nitrogen (formerly Riskalyze) is a growth platform for financial advisors and wealth management firms, providing risk tolerance assessment, portfolio analytics, proposal generation, and client engagement tools powered by the proprietary Risk Number technology.
Proprietary Risk Number based on Nobel Prize-winning framework

"The Growth Platform for Wealth Management Firms"
Nitrogen (formerly Riskalyze) is a growth platform for financial advisors and wealth management firms, providing risk tolerance assessment, portfolio analytics, proposal generation, and client engagement tools powered by the proprietary Risk Number technology.
Ideal for: Financial advisors and wealth management firms seeking to quantify risk tolerance, streamline client acquisition, and deliver compliant investment proposals.
Proprietary Risk Number based on Nobel Prize-winning framework
Deep CRM and asset platform integrations
Lead generation and marketing automation tools
Portfolio analytics and proposal generation
Learn more at
nitrogenwealth.com
See exactly which data objects transfer from Wise Agent to Riskalyze


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wise Agent to Riskalyze.
Explore other popular CRM migrations similar to Wise Agent to Riskalyze
Need to go the other way? We support bidirectional migrations.
Riskalyze → Wise AgentJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com