eMoney
Brivity
Transfer contacts, activities, and more from eMoney to Brivity. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to Brivity 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
Complete financial planning system
eMoney Advisor is a comprehensive financial planning platform acquired by Fidelity that empowers financial advisors and wealth managers to deliver comprehensive client experiences and strengthen client relationships. It provides planning tools, account aggregation, and interactive scenarios for advisors.
Comprehensive financial planning capabilities including retirement and estate planning
All-in-one real estate platform
Brivity is a comprehensive real estate CRM platform designed for agents and teams featuring lead generation, transaction management, IDX websites, marketing automation, and reporting tools. It provides smart lead routing, automated nurturing, and centralized client management.
Purpose-built for real estate with transaction management
"All-in-one real estate platform"
Brivity is a comprehensive real estate CRM platform designed for agents and teams featuring lead generation, transaction management, IDX websites, marketing automation, and reporting tools. It provides smart lead routing, automated nurturing, and centralized client management.
Ideal for: Real estate agents and brokerages seeking an integrated platform for lead management, transaction coordination, and marketing automation.
Purpose-built for real estate with transaction management
Smart lead routing and automated nurturing programs
Integrated IDX websites and lead generation tools
Automated deadline tracking and task management
Learn more at
brivity.com
See exactly which data objects transfer from eMoney to Brivity
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to Brivity.
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