Book a migration callMigrate 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.
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.
Comprehensive Coverage for Wealth Data
We map every aspect of the Salentica Elements ecosystem into the HubSpot Smart CRM.
The Transformation Advantage
Engineered for complex wealth management schemas, our proprietary technology ensures data remains actionable and clean.
Direct Extraction Layer
Proprietary TechOur in-house engine extracts data directly from the Salentica Dynamics source, bypassing standard export limitations.
Adaptive Schema Mapping
Secure MappingNative schema mapping identifies custom fields in your Salentica instance and auto-provisions them in HubSpot.
Conflict Resolution Engine
Data IntegrityAutomatic deduplication logic based on advisor-defined keys prevents record doubling during the migration process.
Field Normalization Logic
High PerformanceA 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.
A Streamlined Four-Step Migration
How our proprietary transformation layer moves your firm from Salentica to HubSpot.
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.
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
Common Questions About Migration
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.
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.
Absolutely. Our in-house engine extracts the full history from the Salentica Activity Timeline, migrating every note, task, and email interaction directly into HubSpot.
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.
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.