Addepar
Dotdigital
Transfer contacts, companies, and more from Addepar to Dotdigital. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Dotdigital 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
Make every journey count
Dotdigital is a cross-channel marketing automation platform that helps digital marketers and developers deliver personalized communications across customer journeys. Founded in 1999 and now publicly listed on the London Stock Exchange, it unifies customer data and provides AI-driven personalization across email, SMS, push notifications, and social channels.
Advanced AI and personalization capabilities
"Make every journey count"
Dotdigital is a cross-channel marketing automation platform that helps digital marketers and developers deliver personalized communications across customer journeys. Founded in 1999 and now publicly listed on the London Stock Exchange, it unifies customer data and provides AI-driven personalization across email, SMS, push notifications, and social channels.
Ideal for: Enterprises and mid-market companies seeking advanced cross-channel marketing automation with AI personalization.
Advanced AI and personalization capabilities
Cross-channel campaign orchestration
Native Salesforce and Dynamics integrations
Contact scoring and behavioral tracking
Learn more at
dotdigital.com
See exactly which data objects transfer from Addepar to Dotdigital
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Dotdigital.
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