Addepar
Efficy
Transfer contacts, companies, and more from Addepar to Efficy. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Efficy 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
Grow Your Business with All-in-One CRM
Efficy is a leading European CRM platform serving 13,500+ customers across 60 countries. It provides modular solutions for sales, marketing, customer support, and management with customizable automation and robust reporting.
Highly customizable modular CRM system
"Grow Your Business with All-in-One CRM"
Efficy is a leading European CRM platform serving 13,500+ customers across 60 countries. It provides modular solutions for sales, marketing, customer support, and management with customizable automation and robust reporting.
Ideal for: European and international businesses seeking a flexible, customizable CRM with strong automation capabilities.
Highly customizable modular CRM system
Powerful automation tools for scalable operations
360-degree customer view and opportunity tracking
Strong reporting and analytics
Learn more at
efficy.com
See exactly which data objects transfer from Addepar to Efficy
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Efficy.
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