Addepar
Wice CRM
Transfer contacts, companies, and more from Addepar to Wice CRM. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Addepar to Wice 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
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 Customer in View, Success Under Control
Wice CRM is a German CRM software offering contact management, sales opportunity tracking, project management, marketing campaigns, invoicing, and service management with both cloud and on-premise deployment options.
Over 20 years of CRM experience with German data protection compliance
"The Customer in View, Success Under Control"
Wice CRM is a German CRM software offering contact management, sales opportunity tracking, project management, marketing campaigns, invoicing, and service management with both cloud and on-premise deployment options.
Ideal for: German SMBs seeking a GDPR-compliant CRM with comprehensive sales, marketing, and service features hosted exclusively in Germany with flexible deployment options.
Over 20 years of CRM experience with German data protection compliance
Hosted exclusively in Germany for data sovereignty
Available as both SaaS and on-premise solution
Integrated project management and invoicing capabilities
Learn more at
wice.de
See exactly which data objects transfer from Addepar to Wice CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Addepar to Wice CRM.
Explore other popular CRM migrations similar to Addepar to Wice CRM
Join hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
