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SuperSwitch
Salentica Elements ✓ HubSpot Migration
Salentica Elements
HubSpot

Migrate from Salentica Elements to HubSpot with Total Precision

Move your wealth management data through our proprietary transformation layer to maintain complex householding and financial hierarchies. Our in-house engine handles the migration from your Salentica Dynamics-based schema into HubSpot with zero manual mapping required.

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100%
Mapping Fidelity
48 Hours
Avg. Migration Time
10k rec/s
Extraction Speed
"How will my Salentica 'Legal Entities' and 'Households' translate to HubSpot?"
Our native schema mapping recreates these complex Dynamics relationships using HubSpot’s Association Labels and Parent-Child Company structures to ensure your wealth management context is preserved.
"What happens to the financial account data stored in Salentica tables?"
SuprSwitch's direct data extraction pulls every record from your Financial Accounts and Portfolios, transforming them into HubSpot Custom Objects while maintaining links to specific Contact records.
"Can we move historical timeline activities and notes without losing formatting?"
Yes, our in-house engine performs a deep extraction of the Salentica Activity Timeline, rebuilding every note, task, and email within the HubSpot CRM timeline as native activity events.
Why SuprSwitch

Superior Wealth Data Intelligence

Why advisory firms choose SuprSwitch over manual CSV imports and generic migration tools.

💎

Advisory-First Logic

Our transformation layer understands the specific Dynamics 365 architecture underlying Salentica Elements, handling nested financial data that standard tools miss.

🛡️

Relational Integrity

Eliminate the risk of broken relationships between Portfolios, Holdings, and Contacts through our native referential integrity check.

📈

Automated Normalization

We don't just move data; we normalize Salentica Option Sets and picklists into HubSpot's property values for immediate reporting capabilities.

⚡

High-Velocity Engine

By utilizing direct data extraction, we bypass the throttle limits often found in standard middleware, moving millions of records in hours.

Trusted by 200+ sales-led teams who migrated off
Data Coverage

Comprehensive Coverage for Wealth Data

We map every aspect of the Salentica Elements ecosystem into the HubSpot Smart CRM.

🏢 Legal Entities
All records
Legal Entities
Companies
💡 Mapped to HubSpot Companies with custom association labels for householding roles.
👤 Persons
All records
Persons
Contacts
💡 Full contact migration including wealth-specific attributes like Investor Profile and Net Worth.
💰 Financial Accounts
All records
Financial Accounts
Financial Objects
💡 Transformed into Custom Objects to track account balances and custodian details.
📊 Portfolios & Holdings
All records
Portfolios & Holdings
Custom Objects
💡 Preserves the hierarchical link between specific assets and the primary household owner.
💼 Opportunities
All records
Opportunities
Deals
💡 Maps the advisory pipeline, including historical stage duration and expected AUM.
📅 Activities
All records
Activities
Engagements
💡 Migrates notes, tasks, and appointments directly into the Contact and Company timelines.
📸

Pre-Migration Data Preview

Before we touch anything, SuprSwitch generates a full data inventory of your account: record counts per object, custom field list, pipeline structure, and owner mapping. You approve the field map before the migration runs.

Under the Hood

The Transformation Advantage

Engineered for complex wealth management schemas, our proprietary technology ensures data remains actionable and clean.

Direct Extraction Layer

Proprietary Tech

Our in-house engine extracts data directly from the Salentica Dynamics source, bypassing standard export limitations.

Adaptive Schema Mapping

Secure Mapping

Native schema mapping identifies custom fields in your Salentica instance and auto-provisions them in HubSpot.

Conflict Resolution Engine

Data Integrity

Automatic deduplication logic based on advisor-defined keys prevents record doubling during the migration process.

Field Normalization Logic

High Performance

A proprietary transformation layer that formats currency, dates, and multi-select fields for HubSpot compatibility.

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

A Streamlined Four-Step Migration

How our proprietary transformation layer moves your firm from Salentica to HubSpot.

1
Schema Analysis
Our engine performs a deep scan of your Salentica Elements environment to identify custom tables and relationship types.
Day 1
2
Extraction & Logic
Direct data extraction begins, moving records into our proprietary transformation layer for cleaning and re-formatting.
Day 2
3
HubSpot Initialization
We initialize the records in HubSpot, creating all associations between Households, Financial Accounts, and Contacts.
Day 3
4
Quality Assurance
Final validation check ensuring all historical activity and financial balances match the source data perfectly.
Day 4
🔐

Encrypted data transit through our secure, proprietary pipeline to ensure FINRA/SEC compliance levels.

🔄

Automated recreation of Salentica's 'Relationship Manager' assignments as HubSpot 'Owner' fields.

📦

Batch processing that handles large volumes of historical notes and email attachments without failure.

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.

RevOps Expert RevOps Expert RevOps Expert

Dedicated RevOps Engineer included with every migration.

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

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Access to all supported CRMs

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Free Sample migrations

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Real-time Preview

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Migration Analytics Report

Guided Migration

$999

Starting price, varies on volume.

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Everything in Self-Service +

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Selective Data Migration

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Expert Migration Guidance

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Data Mapping Support

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Data Quality Management

Custom Migration

$Talk to us

Custom quotes for complex migrations.

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Group

Everything in Guided Migration +

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Complex Field Transformations

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Industry-Specific Customizations

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Legacy System Integration

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Complex Data Filtering

FAQs

Common Questions About Migration

Customization Can SuprSwitch handle custom fields we added to Salentica Elements?
Yes. Our proprietary transformation layer is specifically designed to recognize the Salentica Dynamics schema, including any custom fields or objects your firm has added over the years.
Logic How is Householding handled in HubSpot?
We use HubSpot's Association Labels and Parent-Child Company features to recreate the Salentica Household model, ensuring you can still see all family members and their combined assets.
History Is historical activity data preserved during the switch?
Absolutely. Our in-house engine extracts the full history from the Salentica Activity Timeline, migrating every note, task, and email interaction directly into HubSpot.
Process Do we need to clean our data before the migration?
No. Our direct data extraction and automated normalization engine handle the cleaning, deduplication, and formatting for you, saving your team hundreds of hours of manual work.
Security How secure is the SuprSwitch migration process?
SuprSwitch uses a proprietary transformation layer that ensures your wealth management data is encrypted and handled according to the highest industry standards for security and privacy.

Ready to move your team off HubSpot?

Start with a free sample migration — see your actual HubSpot data in HubSpot before you commit.

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