Addepar
MyCase
Transfer contacts, companies, and more from Addepar to MyCase. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to MyCase 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
The #1 legal practice and case management software
MyCase is a cloud-based legal practice management platform designed for small to midsize law firms, combining case management, client communication, billing, and CRM tools. It helps attorneys streamline client intake, lead management, and daily operations on a unified dashboard.
Built-in CRM with lead capture and pipeline management
"The #1 legal practice and case management software"
MyCase is a cloud-based legal practice management platform designed for small to midsize law firms, combining case management, client communication, billing, and CRM tools. It helps attorneys streamline client intake, lead management, and daily operations on a unified dashboard.
Ideal for: Small to midsize law firms seeking an integrated practice management solution with built-in CRM, client portal, and billing features.
Built-in CRM with lead capture and pipeline management
Client portal for secure communication and document sharing
Integrated billing, invoicing, and trust accounting
Connects with 50+ legal and business applications via Zapier
Learn more at
mycase.com
See exactly which data objects transfer from Addepar to MyCase
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to MyCase.
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