Addepar
Buildertrend
Transfer contacts, and more from Addepar to Buildertrend. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Buildertrend 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
Construction management and CRM
Buildertrend is the leading construction management platform for home builders, remodelers, and contractors featuring integrated CRM, project management, document storage, and client communication tools. It manages entire project lifecycles from sales through completion.
Industry-leading project management with Gantt charts
"Construction management and CRM"
Buildertrend is the leading construction management platform for home builders, remodelers, and contractors featuring integrated CRM, project management, document storage, and client communication tools. It manages entire project lifecycles from sales through completion.
Ideal for: Home builders and remodelers needing comprehensive construction management with integrated CRM and client portal capabilities.
Industry-leading project management with Gantt charts
Integrated CRM for sales pipeline and lead tracking
Client portal for transparency and communication
Comprehensive document and file management
Learn more at
buildertrend.com
See exactly which data objects transfer from Addepar to Buildertrend
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Buildertrend.
Explore other popular CRM migrations similar to Addepar to Buildertrend
Need to go the other way? We support bidirectional migrations.
Buildertrend → AddeparJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
