Zurmo
Addepar
Transfer contacts, companies, and more from Zurmo to Addepar. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Zurmo 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
Open Source CRM with Gamification
Zurmo is an open-source CRM application that pioneered gamification in customer relationship management, featuring points, badges, leaderboards, and missions to drive user adoption and engagement.
Pioneering gamification with points, badges, and leaderboards
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 Zurmo to Addepar
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Zurmo to Addepar.
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