Source
Trendkite

Trendkite

Destination
Addepar

Addepar

CRM MigrationStarting at $500

Migrate from Trendkite to Addepar

Effortlessly & Accurately

Transfer contacts, companies, and more from Trendkite to Addepar. 4 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 Trendkite to Addepar 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

Trendkite vs Addepar

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

Migrating from
Trendkite

Trendkite

AI-powered earned media analytics platform

TrendKite, now part of Cision, was a PR analytics platform that measured the impact of traditional press and social media on brands using AI-powered semantic analysis, providing metrics like share of voice, sentiment analysis, and media value measurement.

Founded 2012
Austin, Texas
Best for
Mid-MarketEnterprise
Industries
Public RelationsMarketingCommunications+2 more
Top Strength

Advanced AI-powered semantic analysis for PR measurement

Migrating to
Addepar

Addepar

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.

Founded 2009
Mountain View, California, USA
Best for
Mid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFamily Offices+1 more
Top Strength

Industry-leading portfolio data aggregation

Your New CRM

Why Addepar is a great choice

Addepar

Addepar

"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

Industries
Financial ServicesWealth ManagementFamily Offices+1
Best For
Mid-MarketEnterprise

Named Best in Class by Aite Matrix 2023

Advanced analytics and customizable reporting

Learn more at

addepar.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Trendkite to Addepar

Trendkite
Addepar
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Not Available

Communication

Emails
Not Available
Notes
Not Available
Tasks
Mapping Required

Advanced Features

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

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

Trendkite to Addepar Migration FAQ

Common questions about migrating from Trendkite to Addepar.

Related Migration Paths

Explore other popular CRM migrations similar to Trendkite to Addepar

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