TotalBrokerage
Addepar
Transfer contacts, companies, and more from TotalBrokerage to Addepar. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your TotalBrokerage 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
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
Easy compliance, accurate commissions
TotalBrokerage is a comprehensive real estate brokerage management platform combining CRM, transaction management, e-signatures, marketing automation, and commission tracking to streamline operations from first contact to close.
Complete brokerage solution eliminating need for separate tools
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 TotalBrokerage to Addepar
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from TotalBrokerage to Addepar.
Explore other popular CRM migrations similar to TotalBrokerage to Addepar
Need to go the other way? We support bidirectional migrations.
Addepar → TotalBrokerageJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
