Addepar
Naviga
Transfer contacts, companies, and more from Addepar to Naviga. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Naviga 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
Software solutions powering media-rich industries
Naviga provides a Content Engagement Platform for the media and publishing industry, helping companies create, enrich, deliver, and monetize content. It combines CRM, ad sales, subscription management, and content management tools for news media, broadcasting, and magazine publishers.
Complete Content Engagement Platform for publishers
"Software solutions powering media-rich industries"
Naviga provides a Content Engagement Platform for the media and publishing industry, helping companies create, enrich, deliver, and monetize content. It combines CRM, ad sales, subscription management, and content management tools for news media, broadcasting, and magazine publishers.
Ideal for: Publishers and media companies seeking unified content management, ad sales CRM, and digital subscription tools.
Complete Content Engagement Platform for publishers
Naviga Ad CRM with pipeline reports and sales analytics
Multi-channel content authoring and publishing tools
Digital subscription and reader commerce management
Learn more at
navigaglobal.com
See exactly which data objects transfer from Addepar to Naviga
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Naviga.
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