Addepar
Nimble
Transfer contacts, and more from Addepar to Nimble. 2 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Nimble 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
Prefer email? talk@ambrstack.com
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 only CRM that works for you
Nimble is a social-first CRM that auto-enriches contact profiles from social media and email, offering contact management, email tracking, deal management, and workflow automation with a focus on social intelligence.
Social contact enrichment and auto-population
"The only CRM that works for you"
Nimble is a social-first CRM that auto-enriches contact profiles from social media and email, offering contact management, email tracking, deal management, and workflow automation with a focus on social intelligence.
Ideal for: Small teams wanting a social-first CRM with automatic contact enrichment from multiple sources and integrated email tracking capabilities.
Social contact enrichment and auto-population
Email tracking with open and click analytics
Multiple deal pipeline management
LinkedIn Prospector integration
Learn more at
nimble.com
See exactly which data objects transfer from Addepar to Nimble
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Nimble.
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Prefer email? talk@ambrstack.com
