Dentrix
Addepar
Transfer contacts, and more from Dentrix to Addepar. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Dentrix 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
All-in-one dental practice management
Dentrix is a comprehensive dental practice management platform by Henry Schein One that integrates scheduling, clinical tools, imaging, revenue cycle management, patient communication, and document management. It serves over 45,000 practices with scalable solutions for solo practices to large multi-site organizations.
Integrated imaging with AI-powered caries and bone loss detection
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 Dentrix to Addepar
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Dentrix to Addepar.
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