Decerto
Advyzon
Transfer contacts, companies, activities, and more from Decerto to Advyzon. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Decerto to Advyzon 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
Customized insurance software solutions
Decerto is a Polish software company that specializes in building customized core software systems for insurance and financial companies. It offers solutions for transaction processing, CRM, logistics, and business rules engines tailored to the insurance industry, serving 80% of the Polish insurance market.
Specialized expertise in insurance industry systems
Unified wealth management technology platform
Advyzon is a comprehensive cloud-based wealth management platform that integrates CRM, portfolio management, billing, trading, reporting, and client portals in a single unified system for RIAs, wealth firms, and family offices.
Unified all-in-one platform integrating CRM, billing, and portfolio management
"Unified wealth management technology platform"
Advyzon is a comprehensive cloud-based wealth management platform that integrates CRM, portfolio management, billing, trading, reporting, and client portals in a single unified system for RIAs, wealth firms, and family offices.
Ideal for: RIAs and wealth management firms seeking an all-in-one integrated platform without multiple vendors
Unified all-in-one platform integrating CRM, billing, and portfolio management
#1 ranked in satisfaction and value across multiple categories
Automated billing with flexible fee structures
Integrated trading and rebalancing capabilities
Learn more at
advyzon.com
See exactly which data objects transfer from Decerto to Advyzon
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Decerto to Advyzon.
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Prefer email? talk@ambrstack.com
