Shape
Addepar
Transfer contacts, companies, and more from Shape to Addepar. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Shape 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
The all-in-one business management solution
Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.
Built-in click-to-dial and SMS with 10DLC compliance
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 Shape to Addepar
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Shape to Addepar.
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Prefer email? talk@ambrstack.com
