Addepar
Hatchbuck
Transfer contacts, companies, and more from Addepar to Hatchbuck. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Hatchbuck 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
Sales and marketing automation for small business
BenchmarkONE (formerly Hatchbuck) is a sales and marketing automation solution designed for small to midsize businesses. It combines CRM, email marketing, lead capture, lead scoring, and automated follow-up campaigns in an easy-to-use platform.
Combined CRM and marketing automation in one platform
"Sales and marketing automation for small business"
BenchmarkONE (formerly Hatchbuck) is a sales and marketing automation solution designed for small to midsize businesses. It combines CRM, email marketing, lead capture, lead scoring, and automated follow-up campaigns in an easy-to-use platform.
Ideal for: Small businesses with high-value products and long sales cycles seeking an affordable, easy-to-learn CRM with integrated marketing automation.
Combined CRM and marketing automation in one platform
Lead scoring and behavioral tracking
450+ email templates with drag-and-drop editor
Free forever plan available
Learn more at
hatchbuck.com
See exactly which data objects transfer from Addepar to Hatchbuck
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Hatchbuck.
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Prefer email? talk@ambrstack.com
