Ellucian
MoneyGuide
Transfer contacts, activities, and more from Ellucian to MoneyGuide. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Ellucian to MoneyGuide migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Student Lifecycle CRM for Higher Education
Ellucian is the world's leading provider of software and services for higher education. Its CRM suite includes solutions for recruitment, advising, fundraising, and student success across the entire student lifecycle.
Comprehensive higher education ecosystem solution
#1-rated financial planning software
MoneyGuide (now Envestnet MoneyGuide) is a comprehensive financial planning platform that helps advisors create personalized plans by categorizing client goals into Needs, Wants, and Wishes. It offers interactive planning tools, retirement cash flow analysis, and Roth conversion calculators.
#1 rated in 2024 T3 Inside Information Survey
"#1-rated financial planning software"
MoneyGuide (now Envestnet MoneyGuide) is a comprehensive financial planning platform that helps advisors create personalized plans by categorizing client goals into Needs, Wants, and Wishes. It offers interactive planning tools, retirement cash flow analysis, and Roth conversion calculators.
Ideal for: Financial advisors and wealth management firms seeking comprehensive planning tools with interactive client engagement features.
#1 rated in 2024 T3 Inside Information Survey
Interactive goal-based planning with sliders
Family Tree visualization across four generations
Part of Envestnet ecosystem serving 111,000+ advisors
Learn more at
envestnet.com
See exactly which data objects transfer from Ellucian to MoneyGuide
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Ellucian to MoneyGuide.
Explore other popular CRM migrations similar to Ellucian to MoneyGuide
Need to go the other way? We support bidirectional migrations.
MoneyGuide → EllucianJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
