---
title: "Migrate from Wealthbox to AdvisorEngine CRM | ClonePartner"
description: "Seamless Wealthbox to AdvisorEngine CRM migration. Engineer-led, zero downtime, 100% data accuracy."
source: Wealthbox
target: AdvisorEngine CRM
canonical: "https://clonepartner.com/migrate/wealthbox-to-advisorengine-crm/"
---

# Wealthbox → AdvisorEngine CRM migration

Seamless Wealthbox to AdvisorEngine CRM migration — all records moved with accuracy and care.

## Entity mappings

- **Contacts** (Wealthbox) → **Contacts** (AdvisorEngine CRM)
- **Households** (Wealthbox) → **Households** (AdvisorEngine CRM)
- **Opportunities** (Wealthbox) → **Opportunities** (AdvisorEngine CRM)
- **Tasks** (Wealthbox) → **Tasks** (AdvisorEngine CRM)
- **Events** (Wealthbox) → **Calendar Events** (AdvisorEngine CRM)
- **Notes** (Wealthbox) → **Notes** (AdvisorEngine CRM)
- **Tags** (Wealthbox) → **Tags** (AdvisorEngine CRM)
- **Custom Fields** (Wealthbox) → **Custom Fields** (AdvisorEngine CRM)
- **Accounts (Financial)** (Wealthbox) → **Accounts** (AdvisorEngine CRM)
- **Addresses** (Wealthbox) → **Addresses** (AdvisorEngine CRM)
- **Phone Numbers** (Wealthbox) → **Phone Numbers** (AdvisorEngine CRM)
- **Relationships** (Wealthbox) → **Relationships** (AdvisorEngine CRM)
- **Groups** (Wealthbox) → **Groups** (AdvisorEngine CRM)
- **Workflows** (Wealthbox) → **NotAvailable (partial workaround via Tasks/Activities + Tags)** (AdvisorEngine CRM)
- **Projects** (Wealthbox) → **Service Cases** (AdvisorEngine CRM)

## What we migrate

### Data Types

- **Custom Fields** — Any custom objects and fields configured in your CRM
- **Deals & Opportunities** — Sales pipeline data with stages and close dates
- **Accounts/Companies** — Business-level entities and associated data
- **Leads & Contacts** — All person-level records including metadata

### Migration Filter

- **Pipeline/Stage Filter** — Select records based on deal stages or pipelines
- **Owner Selection** — Migrate records assigned to specific owners or reps
- **Time Range** — Migrate records from a specific time period
- **Contact Type** — Filter by lead, contact, or account

## Frequently asked questions

### Who can view my data?

For each migration project, you'll be assigned a migration engineer. Only the migration engineer can view your data. No one else at ClonePartner can view your data.

### Can I sign an NDA?

If you are reaching out to us via one of our partners, we already have an NDA signed with them that unilaterally applies to all their customers. If you are reaching us directly and need an NDA signed, we'll be happy to sign your NDA or ours.

## Get a fixed-price quote

[Talk to an engineer](https://cal.com/clonepartner/meet?duration=30&utm_source=xtoy&utm_medium=button&utm_campaign=demo_bookings&utm_content=cta_click&utm_term=demo_button_click) about your Wealthbox → AdvisorEngine CRM migration.