Addepar
dotloop
Transfer contacts, companies, and more from Addepar to dotloop. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to dotloop 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
Where deals get done
dotloop is a real estate transaction management software founded in 2009 and acquired by Zillow Group in 2015. It streamlines real estate transactions with digital solutions including eSignatures, document editing, secure file sharing, and customized templates, boosting closings by 60% through predictive analytics.
Comprehensive transaction automation
"Where deals get done"
dotloop is a real estate transaction management software founded in 2009 and acquired by Zillow Group in 2015. It streamlines real estate transactions with digital solutions including eSignatures, document editing, secure file sharing, and customized templates, boosting closings by 60% through predictive analytics.
Ideal for: Real estate professionals and brokerages seeking to streamline transactions and improve client collaboration.
Comprehensive transaction automation
60% boost in transaction closings
Secure eSignature capabilities
Integrates with 75+ real estate platforms
Learn more at
dotloop.com
See exactly which data objects transfer from Addepar to dotloop
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to dotloop.
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