Addepar
Brokermint
Transfer contacts, and more from Addepar to Brokermint. 2 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Brokermint 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
Real estate back office automation
Brokermint is a cloud-based back office and transaction management platform for real estate brokerages. It handles commission automation, accounting, transaction coordination, document management, and integrates seamlessly with CRM systems and MLS platforms.
Seamless CRM integration regardless of CRM platform used
"Real estate back office automation"
Brokermint is a cloud-based back office and transaction management platform for real estate brokerages. It handles commission automation, accounting, transaction coordination, document management, and integrates seamlessly with CRM systems and MLS platforms.
Ideal for: Real estate brokerages and teams needing comprehensive back office automation, commission management, and transaction coordination.
Seamless CRM integration regardless of CRM platform used
Automated commission calculations with flexible structures
Comprehensive document and eSignature management
User-friendly interface with excellent customer support
Learn more at
brokermint.com
See exactly which data objects transfer from Addepar to Brokermint
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Brokermint.
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