The hard part of this move is not the export. It is the difference in how the two systems think. AdvisorEngine CRM works in contact records; Salentica works in client record records. Get that mapping wrong and every report built on it afterwards is wrong too. This page covers the field map, what does not survive, what it costs, and the reconciliation step that decides whether anyone trusts Salentica in month two.
The two systems, side by side
| AdvisorEngine CRM | Salentica | |
|---|---|---|
| Primary record | Contact | Client record |
| Grouping | Household and relationship links | Household and relationship structures |
| Activity history | Actions, notes and a deep workflow engine | Platform-native activities plus Salentica workflow |
| Documents | Attached to the contact record | Platform files or a connected DMS |
| Getting data out | CSV export per module, or a vendor-assisted extract. | Platform export tooling, which differs between the Salesforce and Microsoft editions. |
| Who administers it | Ops staff, with vendor support for workflow changes. | A named platform administrator. |
| Pricing | Custom quoted. | Custom quoted. |
What breaks
- AdvisorEngine CRM works in contact records and Salentica works in client record records. That is a re-modelling exercise, and it is the first decision, not a mapping detail.
- Grouping changes: Household and relationship links becomes Household and relationship structures. Somebody has to define what a group means in the target before load.
- Activity history moves with partial fidelity. AdvisorEngine CRM stores it as actions, notes and a deep workflow engine; Salentica expects platform-native activities plus salentica workflow.
- You are acquiring a named-administrator requirement. Managed Salesforce admin support runs $2,500 to $9,000 a month if the role has no internal owner.
- Automations, reports, dashboards and permissions never transfer. Budget them as build work.
- Every connected system has to be repointed and retested: the DMS, billing, e-signature and the shared inbox.
Known hazards on each side
Leaving AdvisorEngine CRM:
- The workflow engine is the reason firms stayed, and it is the part that does not migrate.
- Long-tenured orgs carry a decade of custom fields and inconsistent picklists.
- Desktop-era Junxure history may need a vendor extract rather than a self-service export.
Arriving in Salentica:
- Which edition you are on changes the extract entirely, so confirm it before scoping.
- Workflow and service models do not transfer to systems without an equivalent object.
- Custom fields added over years of use are rarely documented anywhere but the org itself.
The field map
| Concept | In AdvisorEngine CRM | In Salentica | What to watch |
|---|---|---|---|
| Primary record | Contact | Client record | Different shape. Decide the mapping before any data moves. |
| Grouping | Household and relationship links | Household and relationship structures | The target groups records differently, so grouping is created rather than copied. |
| Activity history | Actions, notes and a deep workflow engine | Platform-native activities plus Salentica workflow | Expect partial fidelity. Types, timestamps and authorship survive; structure often does not. |
| Documents | Attached to the contact record | Platform files or a connected DMS | Usually a separate extract and load from the record data. |
| Owner and assignment | Assigned user or advisor fields | Assigned user or team fields | Map departed staff explicitly. Records assigned to nobody disappear from every view. |
| Custom fields | Firm-specific fields added over time | Created to match, or consciously dropped | The audit here is the work. Undocumented fields that reports depend on are the usual surprise. |
Cost and timeline
| Phase | Typical range |
|---|---|
| Data audit and cleanup | $3,000 to $25,000 |
| Migration execution | $5,000 to $50,000 |
| Target implementation | Three to six months with outside help |
| Ongoing administration | $2,500 to $9,000 a month if unowned internally |
Note the third and fourth rows. Moving to Salentica means acquiring an administration requirement, and that cost recurs long after the migration closes. See before you hire a Salesforce developer for how to split that work between a person and an agent.
The five phases
- Audit AdvisorEngine CRM. Count records per object, find duplicates and orphans, and decide what does not come with you. Get that decision signed off before mapping.
- Map against real records. Use the table above as the starting point, then walk fifty live records field by field.
- Dry run into a Salentica sandbox. Load the full set, not a sample. Sample loads hide the failures that only appear at volume.
- Cut over on a quiet window. Freeze writes in AdvisorEngine CRM, load, repoint every integration, unfreeze. Keep AdvisorEngine CRM read-only for at least a quarter.
- Reconcile. Compare Salentica to AdvisorEngine CRM record by record and field by field, and produce a variance report.
The full version of this plan, with the failure evidence behind it, is in the CRM migration playbook.
The compliance clause
The Advisers Act books-and-records rule (17 CFR 275.204-2) survives the migration. A household that lands without its history is a records gap, not a cosmetic issue. Keep the field map, the variance report and the mapping sign-offs with the records, because the decisions you made in phase two are part of the record too.
Where Caddi fits
Caddi does the mechanical half and then keeps doing it. Show it the task once and it reads AdvisorEngine CRM, applies your field map, loads Salentica, and then compares both sides record by record and hands back a variance report you can act on. Because it runs over APIs across your stack, the same agent covers the parts a migration tool ignores: documents filed to the right client record with the right metadata, and the post-cutover hygiene that otherwise becomes someone's Monday.
Caddi automation for these systems: AdvisorEngine CRM and Salentica.
Related migrations
- AdvisorEngine CRM to Redtail CRM
- AdvisorEngine CRM to Salesforce
- AdvisorEngine CRM to Salesforce Financial Services Cloud
- AdvisorEngine CRM to Wealthbox
- Redtail CRM to AdvisorEngine CRM
- Redtail CRM to Salentica
Migration without the manual pass
Move and reconcile AdvisorEngine CRM into Salentica
Caddi reads AdvisorEngine CRM, applies your field map, loads Salentica, then compares both sides record by record and reports the variances.
Frequently asked questions
How do you migrate from AdvisorEngine CRM to Salentica?
Audit the AdvisorEngine CRM data first, then map fields against fifty real records rather than against the schema, dry run the full set into a Salentica sandbox, cut over on a quiet window with writes frozen, and reconcile record by record afterwards. CSV export per module, or a vendor-assisted extract. Salentica then needs the records loaded in dependency order, with documents as a separate pass.
What does not transfer from AdvisorEngine CRM to Salentica?
AdvisorEngine CRM works in contact records and Salentica works in client record records. That is a re-modelling exercise, and it is the first decision, not a mapping detail. Grouping changes: Household and relationship links becomes Household and relationship structures. Somebody has to define what a group means in the target before load. Activity history moves with partial fidelity. AdvisorEngine CRM stores it as actions, notes and a deep workflow engine; Salentica expects platform-native activities plus salentica workflow.
How long does a AdvisorEngine CRM to Salentica migration take?
Six to twelve weeks is realistic for a clean mid-size move, and three to six months where Salentica is being implemented at the same time. Firms with years of history in AdvisorEngine CRM should budget several weeks of cleanup before any data moves.
Who administers Salentica afterwards?
A named platform administrator. Name that person before you sign, because an unowned org drifts and the reporting advantage you bought disappears.
What are the compliance implications for advisory firms?
The Advisers Act books-and-records rule (17 CFR 275.204-2) survives the migration. A gap in client history is a finding, so keep the field map, the variance report and the sign-offs where an examiner can find them.