IMPLEMENTATION & MIGRATION
.webp?width=130&height=24&name=SuprConfig%20(2).webp){kind=small}
Book a migration call
AdvisorEngine CRM
HubSpot
Migrate AdvisorEngine CRM to HubSpot with unmatched precision
Transition your wealth management data through our proprietary transformation layer to unlock HubSpot's growth tools. We preserve complex household hierarchies and action histories without the manual export headache.
100%
Schema Fidelity
48 hrs
Avg. Migration
Zero Loss
Data Integrity
"How will my AdvisorEngine 'Actions' look in HubSpot?"
Our proprietary transformation layer maps every Action, Note, and Follow-up into HubSpot's Timeline Engagements, preserving your entire communication history chronologically.
"What happens to 'Client' vs 'Person' record hierarchies?"
SuprSwitch's native schema mapping automatically reconstructs AdvisorEngine's household-level Client records into HubSpot Companies while maintaining all individual Person associations as Contacts.
"Can we migrate financial account AUM data points?"
Yes. Our direct data extraction engine identifies custom financial fields and maps them into HubSpot Custom Properties or Custom Objects, ensuring your portfolio visibility remains intact.
Why SuprSwitch
Purpose-built for Wealth Management Transitions
Don't settle for 'best-effort' CSV imports. SuprSwitch handles the unique complexities of financial services CRM architecture.
Hierarchy Preservation
Retain complex householding structures that manual exports often flatten and break.
Data Sanitization
Our in-house engine cleanses data during the move, removing duplicates and formatting phone/currency fields.
Zero-Downtime Cutover
Move from AdvisorEngine to HubSpot without interrupting your team's daily client service activities.
Bank-Grade Security
Your data never hits a third-party bridge; it stays within our secure, proprietary transformation layer.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Deep-Level Data Coverage
We map every specific AdvisorEngine entity to the optimized HubSpot equivalent.
Persons
All records
Persons
Contacts
💡 Mapped with all unique identifiers and personal preferences.
Clients
All records
Clients
Companies
💡 Households are converted into Company records with parent-child links.
Actions
All records
Actions
Tasks & Engagements
💡 Historical logs and future tasks are intelligently categorized.
Opportunities
All records
Opportunities
Deals
💡 Pipeline stages are mapped to your new HubSpot Deal Board.
Financial Accounts
All records
Financial Accounts
Custom Objects
💡 Direct mapping of account types, balances, and custodians.
Action Sequences
All records
Action Sequences
Workflows
💡 Existing workflows are translated into HubSpot Automation logic.
Under the Hood
The SuprSwitch Transformation Engine
Our proprietary technology bypasses the limitations of standard migration tools.
Direct Extraction
Native LogicWe use direct data extraction to pull every field, including deeply nested AdvisorEngine metadata.
Relationship Re-Indexing
Smart MappingOur in-house engine re-indexes relationships between contacts and financial accounts in real-time.
Schema Alignment
Field MatchingProprietary transformation logic automatically matches AdvisorEngine picklists to HubSpot properties.
Integrity Verification
ValidationAutomated reconciliation ensures every record from the source is accounted for in the destination.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture
The Path to HubSpot Excellence
A structured, secure, and rapid process tailored for financial advisory firms.
1
Schema Analysis
Our engine scans your AdvisorEngine instance to identify custom fields and Action types.
Day 1
2
Active Transformation
Data is processed through our proprietary transformation layer for cleansing and re-mapping.
Day 2
3
Validation & QA
We execute a staging run to verify record associations and field accuracy.
Day 3
4
Production Deployment
Final sync into your HubSpot production environment with immediate team access.
Day 4
Advanced deduplication logic specifically designed for financial household data.
Encryption of all data during the transformation phase with no external storage.
Seamless transition of Junxure-legacy notes into modern HubSpot timelines.
The Human Element
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
FAQs
Common Questions About Migration
Data
Will I lose my Household relationships during the move?
Absolutely. We specialize in mapping 'Client' records as Companies and 'Persons' as associated Contacts, ensuring your householding view remains perfectly intact.
Technology
How is SuprSwitch different from using a basic import/export tool?
SuprSwitch uses a proprietary transformation layer that performs direct data extraction, allowing us to move data faster and more accurately than standard API-based tools.
Automation
Can you migrate my AdvisorEngine Action Sequences?
Yes. We can map your AdvisorEngine workflow history (Action Sequences) into HubSpot's timeline, and even help architect new HubSpot Workflows based on your old logic.
Security
How secure is my client's financial information during migration?
We take data security seriously. All migrations are handled through our secure in-house engine, ensuring your sensitive client financial data is never exposed to third-party integrations.
Mapping
What happens to my custom tabs and notes?
Our engine is designed to handle AdvisorEngine's specific quirks, including large attachment libraries, custom tabs, and complex note histories that other tools often skip.