Source
Riskalyze

Riskalyze

Destination
kvCORE

kvCORE

CRM MigrationStarting at $500

Migrate from Riskalyze to kvCORE

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from Riskalyze to kvCORE. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Riskalyze to kvCORE migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Riskalyze vs kvCORE

A quick look at both platforms to help you understand your migration path

Migrating from
Riskalyze

Riskalyze

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.

Founded 2011
Auburn, California
Best for
Small BusinessMid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Advisory+1 more
Top Strength

Proprietary Risk Number based on Nobel Prize-winning framework

Migrating to
kvCORE

kvCORE

All-in-one real estate platform for agents and brokerages

kvCORE is a cloud-based real estate CRM and marketing platform by Inside Real Estate, offering lead generation, IDX websites, AI-driven behavioral automation, and marketing tools. The platform has evolved into BoldTrail and serves individual agents, teams, brokerages, and large companies.

Founded 2017
Salt Lake City, Utah, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Real EstateMortgageProperty Management
Top Strength

AI-driven behavioral automation engaging 5-10x more leads

Your New CRM

Why kvCORE is a great choice

kvCORE

kvCORE

"All-in-one real estate platform for agents and brokerages"

kvCORE is a cloud-based real estate CRM and marketing platform by Inside Real Estate, offering lead generation, IDX websites, AI-driven behavioral automation, and marketing tools. The platform has evolved into BoldTrail and serves individual agents, teams, brokerages, and large companies.

Ideal for: Real estate agents, teams, and brokerages seeking comprehensive lead generation, IDX websites, and AI-powered follow-up automation.

AI-driven behavioral automation engaging 5-10x more leads

Customizable IDX websites with mobile search app

Industries
Real EstateMortgageProperty Management
Best For
Small BusinessMid-MarketEnterprise

Free lead generation tools and property alerts

Integration with DocuSign, Dotloop, SkySlope

Learn more at

insiderealestate.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Riskalyze to kvCORE

Riskalyze
kvCORE
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Not Available
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Riskalyze to kvCORE Migration FAQ

Common questions about migrating from Riskalyze to kvCORE.

Related Migration Paths

Explore other popular CRM migrations similar to Riskalyze to kvCORE

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Prefer email? talk@ambrstack.com