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Salesforce Migrations

Wealthbox to Salesforce Migration

Move households, contacts, activities and notes from Wealthbox into Salesforce with a mapped, tested and fully validated migration.
  • No obligation - response within 1 business day for your Wealthbox to Salesforce Migration
  • Trusted by senior FinServ decision-makers for Wealthbox to Salesforce Migration
  • 9+ years of CRM specialism for financial services and fintech - including your Wealthbox to Salesforce migration

TRUSTED BY LEADING FINANCIAL SERVICES BUSINESSES

  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB
  • MoneyCorp
  • Monavate
  • YouLend
  • Yaspa
  • Iwoca
  • Yonder
  • Caxton
  • AAB

Salesforce Migrations

A smooth move to Salesforce

Wealthbox to Salesforce Migration

A Wealthbox to Salesforce migration moves your households, contacts, tasks, activities and notes out of a wealth-management CRM and onto a platform built to scale with your firm. We map Wealthbox records to Salesforce objects, cleanse duplicates and choose a data model, such as Financial Services Cloud, that fits how advisers work. Our platform migration and integration work keeps client history intact and auditable. Each step is mapped, tested and validated with your team, so advisers start day one with a complete client record.

Why choose a Wealthbox to Salesforce migration?

  • Zero-loss migration

    Every contact, deal, note and file moves from Wealthbox to Salesforce with full field mapping and validation.

  • Live in weeks, not months

    A proven Wealthbox to Salesforce migration playbook delivers a clean cutover, typically in under 6 weeks.

  • No disruption to revenue

    We migrate in parallel and switch over cleanly, so your sales team never loses the pipeline.

  • Salesforce set up the right way

    Not a lift-and-shift - we configure Salesforce to your process as part of the Wealthbox to Salesforce migration.

CRM adoption increase
Records cleaned and unified
Data accuracy and visibility
Systems deployed

Frequently asked questions

Common questions about your Wealthbox to Salesforce migration

First comes an audit of your Wealthbox data, then a mapping of contacts, households, tags, tasks, notes and custom fields to Salesforce objects. We run a test migration, validate the results with your team and cut over on an agreed date. Our migration and integration approach keeps each step documented, so compliance and operations can sign off before anything goes live.

No. Financial Services Cloud is one option for wealth firms, with household and relationship models built in, but it is not a requirement. Standard Salesforce objects can hold your client data well too. We help you weigh licence cost, adviser workflow and reporting needs, then design the data model with you. Our Salesforce services cover both routes, so you pick what suits your firm rather than what suits a template.

Notes, tasks, events and activity history can move into Salesforce, so advisers keep the full client record. We map each activity type to the matching Salesforce object, preserve dates and ownership where the data allows, and flag anything that cannot transfer cleanly before cutover. For regulated firms this matters: a complete audit trail of client conversations is often a compliance requirement as well as a convenience.

Keep exploring

Similar Salesforce Migrations

GET IN TOUCH

Start the Conversation.

Moving off Wealthbox? As a Salesforce partner for financial services and fintech, Evara handles your Wealthbox to Salesforce migration end to end - mapping every record, validating the data, and cutting over cleanly with no loss or downtime. No obligation, no hard sell. Book a consultation and we'll map out your migration plan.

Book a Consultation

No obligation. Response within 1 business day.