
Addepar

ActivePipe
Transfer contacts, and more from Addepar to ActivePipe. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to ActivePipe 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
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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

Wealth management data aggregation platform
Addepar is a cloud-based wealth management platform serving RIAs, family offices, and private banks. It aggregates portfolio data from multiple sources, provides comprehensive analytics and reporting, and enables advisors to make data-driven investment decisions for clients managing trillions in assets.
Industry-leading portfolio data aggregation

Email marketing for real estate agents
ActivePipe is an automated email marketing platform purpose-built for real estate professionals and mortgage brokers. It uses behavioral tracking and smart algorithms to send targeted property alerts, market updates, and nurture campaigns that identify high-value prospects ready to buy or sell.
Specialized for real estate with property data integration

"Email marketing for real estate agents"
ActivePipe is an automated email marketing platform purpose-built for real estate professionals and mortgage brokers. It uses behavioral tracking and smart algorithms to send targeted property alerts, market updates, and nurture campaigns that identify high-value prospects ready to buy or sell.
Ideal for: Real estate agents and brokers seeking automated email marketing with behavioral targeting
Specialized for real estate with property data integration
Behavioral-driven lead identification and scoring
High email engagement rates (26% open rate, 2x click-through)
SmartMatch property alerts based on client interest
Learn more at
activepipe.com
See exactly which data objects transfer from Addepar to ActivePipe


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to ActivePipe.
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Prefer email? talk@ambrstack.com