Addepar
ServiceNow
Transfer contacts, companies, and more from Addepar to ServiceNow. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to ServiceNow 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
Put AI to work for people
ServiceNow is an enterprise platform-as-a-service offering IT service management, customer service management, and AI-powered workflow automation. Its CRM capabilities focus on unifying sales, service, and field operations on a single platform.
Native integration between IT and customer service operations
"Put AI to work for people"
ServiceNow is an enterprise platform-as-a-service offering IT service management, customer service management, and AI-powered workflow automation. Its CRM capabilities focus on unifying sales, service, and field operations on a single platform.
Ideal for: Large enterprises seeking an AI-first, workflow-driven platform that unifies customer service, IT operations, and field service with deep automation capabilities.
Native integration between IT and customer service operations
AI agents for autonomous task execution and support
Comprehensive case management with SLA tracking
Enterprise-grade scalability and security
Learn more at
servicenow.com
See exactly which data objects transfer from Addepar to ServiceNow
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to ServiceNow.
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