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.
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.
Deep-Level Data Coverage
We map every specific AdvisorEngine entity to the optimized HubSpot equivalent.
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.
The Path to HubSpot Excellence
A structured, secure, and rapid process tailored for financial advisory firms.
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.
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