Addepar
Insly
Transfer contacts, companies, and more from Addepar to Insly. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Insly 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
Low-risk insurance software for brokers and MGAs
Insly is a cloud-based, low-code insurance software platform for MGAs, insurers, and brokers. It provides policy issuing, billing, administration, CRM, reporting, claims management, and multiple quoting functionalities.
Low-code platform for rapid product configuration
"Low-risk insurance software for brokers and MGAs"
Insly is a cloud-based, low-code insurance software platform for MGAs, insurers, and brokers. It provides policy issuing, billing, administration, CRM, reporting, claims management, and multiple quoting functionalities.
Ideal for: Insurance brokers, MGAs, and insurers seeking a flexible, API-first insurance software platform with low-code configuration and quick deployment.
Low-code platform for rapid product configuration
API-first architecture with open APIs for integrations
End-to-end policy lifecycle management
Standalone API-based rating engine
Learn more at
insly.com
See exactly which data objects transfer from Addepar to Insly
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Insly.
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