Addepar
RAYNET CRM
Transfer contacts, companies, and more from Addepar to RAYNET CRM. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to RAYNET CRM 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
Simple CRM to eliminate sales chaos
RAYNET CRM is a Czech-built sales CRM that provides contact management, deal tracking, calendar, and sales pipeline analysis in one platform. It offers web and mobile access with automation features to streamline routine sales and customer management tasks.
Simple, user-friendly interface
"Simple CRM to eliminate sales chaos"
RAYNET CRM is a Czech-built sales CRM that provides contact management, deal tracking, calendar, and sales pipeline analysis in one platform. It offers web and mobile access with automation features to streamline routine sales and customer management tasks.
Ideal for: Small to mid-sized businesses seeking a straightforward CRM with sales pipeline management and automation capabilities.
Simple, user-friendly interface
Sales pipeline analysis and deal tracking
Automation for routine sales tasks
Mobile apps for iOS and Android
Learn more at
raynetcrm.com
See exactly which data objects transfer from Addepar to RAYNET CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to RAYNET CRM.
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Prefer email? talk@ambrstack.com
