Addepar
Allegiance Group
Transfer contacts, companies, and more from Addepar to Allegiance Group. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Allegiance Group 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
Nonprofit marketing and fundraising solutions
Allegiance Group (with Pursuant) is a marketing and fundraising agency for nonprofits and associations providing integrated digital and direct mail campaigns, custom fundraising software including their CRM (Allyra), award-winning websites, mobile apps, and loyalty programs.
Custom CRM platform (Allyra)
"Nonprofit marketing and fundraising solutions"
Allegiance Group (with Pursuant) is a marketing and fundraising agency for nonprofits and associations providing integrated digital and direct mail campaigns, custom fundraising software including their CRM (Allyra), award-winning websites, mobile apps, and loyalty programs.
Ideal for: Nonprofit organizations and associations seeking comprehensive fundraising and supporter engagement solutions with integrated marketing.
Custom CRM platform (Allyra)
Integrated digital and direct mail campaigns
Donation processing and pledge tracking
Email marketing integrations (MailChimp, Constant Contact)
Learn more at
teamallegiance.com
See exactly which data objects transfer from Addepar to Allegiance Group
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Allegiance Group.
Explore other popular CRM migrations similar to Addepar to Allegiance Group
Need to go the other way? We support bidirectional migrations.
Allegiance Group → AddeparJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
