Riskalyze
Capsule CRM
Transfer contacts, companies, deals, and more from Riskalyze to Capsule CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Riskalyze to Capsule CRM 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
Prefer email? talk@ambrstack.com
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 Growth Platform for Wealth Management Firms
Nitrogen (formerly Riskalyze) is a growth platform for financial advisors and wealth management firms, providing risk tolerance assessment, portfolio analytics, proposal generation, and client engagement tools powered by the proprietary Risk Number technology.
Proprietary Risk Number based on Nobel Prize-winning framework
Simple yet powerful CRM
Capsule CRM is a user-friendly customer relationship management platform designed for small to medium businesses, offering contact management, sales pipeline tracking, task management, and email integration with a focus on simplicity.
Clean, intuitive interface with minimal learning curve
"Simple yet powerful CRM"
Capsule CRM is a user-friendly customer relationship management platform designed for small to medium businesses, offering contact management, sales pipeline tracking, task management, and email integration with a focus on simplicity.
Ideal for: Small businesses wanting a straightforward, easy-to-use CRM with essential contact and pipeline management features without unnecessary complexity.
Clean, intuitive interface with minimal learning curve
Visual Kanban pipeline with multi-currency support
AI-driven email assistant for faster follow-ups
Deep integrations with Google Workspace and Microsoft 365
Learn more at
capsulecrm.com
See exactly which data objects transfer from Riskalyze to Capsule CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Riskalyze to Capsule CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
