Marloo

AdvisorEngine is a supported import option into Marloo. You export your client data from AdvisorEngine, then upload it to Marloo, which becomes where you keep your client records.

Go to Settings &gt; Integrations, open AdvisorEngine under Client records &amp; CRM, then click Upload your export. The full steps, including what file types you can upload and what comes across, are in <a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>.

The CRM catalog lists AdvisorEngine among the available CRMs.

The empty AdvisorEngine export screen shows where to drop your export file.

CRM migration is free, and Marloo's team can move your data the same day.

<a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>

<a href="https://help.gomarloo.com/en/articles/15360394">Import your data from Redtail</a>

<a href="https://help.gomarloo.com/en/articles/15360392">Import your data from Wealthbox</a>

- <a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>
- <a href="https://help.gomarloo.com/en/articles/15360394">Import your data from Redtail</a>
- <a href="https://help.gomarloo.com/en/articles/15360392">Import your data from Wealthbox</a>

AdvisorEngine is a supported import option into Marloo, so you can move your client records across.

Import your data from AdvisorEngine

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Import your data from AdvisorEngine

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