AscendixRE CRM
Addepar
Transfer contacts, companies, and more from AscendixRE CRM to Addepar. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AscendixRE CRM to Addepar 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
Salesforce-powered commercial real estate CRM
AscendixRE is an advanced commercial real estate CRM built on Salesforce that transforms the platform into a specialized tool for brokers managing properties, leases, listings, deals, and capital markets. It includes stacking plans, commission calculations, advanced search, and commercial real estate-specific reporting.
Salesforce and Dynamics 365 compatibility
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
"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.
Ideal for: RIAs and wealth management firms managing complex portfolios needing centralized data aggregation
Industry-leading portfolio data aggregation
Alternative investment management capabilities
Named Best in Class by Aite Matrix 2023
Advanced analytics and customizable reporting
Learn more at
addepar.com
See exactly which data objects transfer from AscendixRE CRM to Addepar
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AscendixRE CRM to Addepar.
Explore other popular CRM migrations similar to AscendixRE CRM to Addepar
Need to go the other way? We support bidirectional migrations.
Addepar → AscendixRE CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
