Addepar
AscendixRE CRM
Transfer contacts, companies, and more from Addepar to AscendixRE CRM. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to AscendixRE CRM 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
Prefer email? talk@ambrstack.com
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
Salesforce-powered commercial real estate CRM
AscendixRE is an advanced commercial real estate CRM built on Salesforce that transforms the platform into a specialized tool for brokers managing properties, leases, listings, deals, and capital markets. It includes stacking plans, commission calculations, advanced search, and commercial real estate-specific reporting.
Salesforce and Dynamics 365 compatibility
"Salesforce-powered commercial real estate CRM"
AscendixRE is an advanced commercial real estate CRM built on Salesforce that transforms the platform into a specialized tool for brokers managing properties, leases, listings, deals, and capital markets. It includes stacking plans, commission calculations, advanced search, and commercial real estate-specific reporting.
Ideal for: Commercial real estate brokers and companies using Salesforce seeking specialized CRE functionality with deal tracking and property management.
Salesforce and Dynamics 365 compatibility
Pre-built CRE objects and workflows
Advanced deal flow with drag-and-drop pipeline
Property mapping and stacking plans
Learn more at
ascendix.com
See exactly which data objects transfer from Addepar to AscendixRE CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to AscendixRE CRM.
Explore other popular CRM migrations similar to Addepar to AscendixRE CRM
Need to go the other way? We support bidirectional migrations.
AscendixRE CRM → AddeparJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
