Applied Epic
Salentica
Transfer contacts, companies, deals, and more from Applied Epic to Salentica. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Salentica 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
The leading insurance agency management system
Applied Epic is a cloud-based agency management platform by Applied Systems for P&C and benefits-focused insurance agencies. It provides comprehensive customer relationship management, policy management, digital payment processing, operational reporting, and tight Salesforce integration for growth-minded agencies.
Native Salesforce integration for data sync
CRM Built for Wealth Management
Salentica is a client relationship management platform designed specifically for wealth managers, financial advisors, and investment professionals, offering solutions on both Microsoft Dynamics and Salesforce platforms.
Purpose-built for wealth management and financial advisory
"CRM Built for Wealth Management"
Salentica is a client relationship management platform designed specifically for wealth managers, financial advisors, and investment professionals, offering solutions on both Microsoft Dynamics and Salesforce platforms.
Ideal for: Registered investment advisors, broker-dealers, and wealth management firms seeking an industry-specific CRM with deep portfolio and custodian integrations.
Purpose-built for wealth management and financial advisory
Available on both Salesforce and Microsoft Dynamics platforms
Native integrations with custodians (Schwab, Fidelity, Black Diamond)
Data Broker platform for rapid integration deployment
Learn more at
salentica.com
See exactly which data objects transfer from Applied Epic to Salentica
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Salentica.
Explore other popular CRM migrations similar to Applied Epic to Salentica
Need to go the other way? We support bidirectional migrations.
Salentica → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
