Addepar
Birdeye
Transfer contacts, companies, and more from Addepar to Birdeye. 2 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Birdeye 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
Agentic marketing platform for multi-location brands
Birdeye is an AI-powered customer experience and reputation management platform that helps businesses with multiple locations manage reviews, listings, customer communication, and marketing automation. It integrates with CRM systems and provides actionable insights through AI analytics.
AI-powered reputation and sentiment analysis
"Agentic marketing platform for multi-location brands"
Birdeye is an AI-powered customer experience and reputation management platform that helps businesses with multiple locations manage reviews, listings, customer communication, and marketing automation. It integrates with CRM systems and provides actionable insights through AI analytics.
Ideal for: Multi-location businesses seeking comprehensive reputation management, AI-powered insights, and CRM integration capabilities.
AI-powered reputation and sentiment analysis
Unified inbox for all customer communications
Listings management and local SEO optimization
Review generation and response automation
Learn more at
birdeye.com
See exactly which data objects transfer from Addepar to Birdeye
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Birdeye.
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