XLR8
Wave
Transfer contacts, companies, activities, and more from XLR8 to Wave. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your XLR8 to Wave 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
CRM Built Specifically for Financial Advisors
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Purpose-built Salesforce configuration for financial advisors
Small Business Software Built for Entrepreneurs
Wave is a free accounting software platform for freelancers and small businesses, offering invoicing, expense tracking, receipt scanning, payment processing, and payroll services with a simple CRM component.
Free starter plan with core accounting features
"Small Business Software Built for Entrepreneurs"
Wave is a free accounting software platform for freelancers and small businesses, offering invoicing, expense tracking, receipt scanning, payment processing, and payroll services with a simple CRM component.
Ideal for: Freelancers, self-employed contractors, and small businesses with under 10 employees seeking free, easy-to-use accounting software with basic CRM capabilities.
Free starter plan with core accounting features
Professional invoicing with online payment acceptance
Bank-level 256-bit SSL encryption and PCI-DSS compliance
Receipt scanning and automatic categorization
Learn more at
waveapps.com
See exactly which data objects transfer from XLR8 to Wave
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from XLR8 to Wave.
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Prefer email? talk@ambrstack.com
