LEAP
Advyzon
Transfer contacts, companies, activities, and more from LEAP to Advyzon. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your LEAP 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
All-in-one legal practice management software
LEAP is a cloud-based legal practice management platform that combines case management, document automation, legal accounting, billing, time tracking, and client portal capabilities. It serves law firms of all sizes with tools designed specifically for legal professionals across all practice areas.
Four-time winner of Practice Management Solution of the Year
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 LEAP to Advyzon
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from LEAP to Advyzon.
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