IMPLEMENTATION & MIGRATION
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Tamarac CRM
HubSpot
Migrate from Tamarac CRM to HubSpot Seamlessly
Move your wealth management data from the Tamarac Dynamics-based ecosystem into HubSpot using our proprietary transformation layer. Ensure your household hierarchies and financial account data remain intact without manual spreadsheet exports.
100%
Data Fidelity
72 Hours
Avg. Migration
Native
Field Mapping
"How does SuprSwitch handle Tamarac's complex Household-to-Person relationships?"
Our proprietary transformation layer automatically maps the Tamarac Household entity to HubSpot Companies while utilizing Association Labels to preserve family member roles.
"Will my Financial Account balances and Holdings be lost in the move?"
No, SuprSwitch uses direct data extraction to move Tamarac Financial Accounts and Holdings into HubSpot Custom Objects, maintaining all investment-specific attributes.
"Can we migrate Tamarac workflows and activity history?"
Our in-house engine reconstructs historical activity timelines and task sequences, ensuring your advisor notes and touchpoints are perfectly preserved in HubSpot.
Why SuprSwitch
Superior Intelligence for Wealth Management Data
Tamarac CRM's underlying Microsoft Dynamics architecture is rigid; SuprSwitch provides the flexibility to unlock that data for HubSpot's modern growth tools.
Clean Data Injection
Our in-house engine identifies and resolves duplicates within the Tamarac database before they ever reach your HubSpot portal.
Wealth-Specific Mapping
Forget generic CSV uploads. We use native schema mapping to ensure RIA-specific fields like AUM, Net Worth, and Risk Score map correctly.
Bypass Rate Limits
SuprSwitch bypasses standard throttling issues through direct data extraction, moving massive financial databases in hours, not weeks.
Relationship Persistence
We maintain the deep relational links between Envestnet-sourced holdings and client profiles during the entire transformation process.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Complete Financial Data Coverage
We ensure every entity within your Tamarac environment is mapped to its ideal counterpart in the HubSpot CRM platform.
Households
All records
Households
Companies
💡 Maps to Companies or Custom Objects with parent-child hierarchy support.
Persons
All records
Persons
Contacts
💡 Individual client records are moved with all custom financial properties preserved.
Financial Accounts
All records
Financial Accounts
Financial Assets
💡 Detailed account-level data is transformed into searchable Custom Object records.
Holdings
All records
Holdings
Holdings (Custom)
💡 Individual security positions are linked directly to their respective accounts.
Opportunities
All records
Opportunities
Deals
💡 New business pipelines and AUM projections move to HubSpot Deal stages.
Notes & Activities
All records
Notes & Activities
Engagements
💡 Emails, calls, and advisor meeting notes are reconstructed in the Activity Feed.
Under the Hood
The SuprSwitch Transformation Layer
Our proprietary technology doesn't just move dataâit translates it from legacy financial structures into modern CRM logic.
Direct Schema Translation
In-House EngineA proprietary environment where Tamarac's Dynamics-based tables are flattened and normalized for HubSpot's object-oriented structure.
Encrypted Data Tunnel
High SecurityData is processed through a secure, encrypted transformation layer that avoids third-party connectors or middle-ware vulnerabilities.
Advanced Ownership Logic
Custom LogicApply conditional logic during migration, such as assigning Owners based on Tamarac's Advisor of Record field.
Validation Protocols
Data IntegrityAutomated checksums verify that every dollar of AUM and every client note is accounted for after the migration is complete.
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 Four-Step Path to HubSpot
How our proprietary transformation layer moves your RIA from Tamarac to HubSpot.
1
Schema Analysis
We scan your Tamarac environment to identify custom entities, financial field types, and household relationship structures.
Day 1
2
Extraction
Our in-house engine performs a direct data extraction, pulling full history including archived tasks and closed accounts.
Day 2
3
Mapping & Transformation
The transformation layer reconfigures Tamarac's relational data into HubSpot's Contact, Company, and Custom Object properties.
Day 2-3
4
Injection & Validation
The cleaned data is injected into your HubSpot portal, followed by a thorough integrity check and user handoff.
Day 3
Automated mapping of complex Dynamics 365 lookups into HubSpot associations.
Native handling of financial currency formatting and multi-advisor splits.
Direct-to-HubSpot data streaming that avoids the latency of traditional import tools.
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
How do you handle Tamarac's Household structures?
SuprSwitch uses a proprietary transformation layer that maps the 'Household' entity in Tamarac to 'Companies' in HubSpot, using Association Labels to define the Head of Household, Spouse, and Dependents.
Schema
Can we migrate custom financial account fields?
Yes. We utilize HubSpot Custom Objects to house detailed Financial Account and Holding data, ensuring advisors can still see account numbers, balances, and asset classes within the CRM.
Tech
How does SuprSwitch avoid API throttling?
Our in-house engine performs a direct data extraction that bypasses common API rate limits, allowing us to migrate hundreds of thousands of records in a fraction of the time of other tools.
History
Will my historical advisor notes be moved?
Absolutely. We migrate all Tamarac 'Activities,' including completed tasks, historical emails, and advisor meeting notes, into the HubSpot activity timeline.
Security
Is the migration secure for RIA compliance?
We use a proprietary secure transformation layer that encrypts data during extraction and injection. We never store your data permanently; it only exists within our transformation engine during the move.