eMoney
Centerbase
Transfer contacts, companies, activities, and more from eMoney to Centerbase. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to Centerbase 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
Powerful legal practice management software
Cloud-based legal practice management software built for mid-sized law firms. Provides comprehensive tools for firm management, accounting, CRM, billing, document management, timekeeping, and advanced workflow automation.
Highly customizable workflows for firm-specific needs
"Powerful legal practice management software"
Cloud-based legal practice management software built for mid-sized law firms. Provides comprehensive tools for firm management, accounting, CRM, billing, document management, timekeeping, and advanced workflow automation.
Ideal for: Mid-sized law firms seeking highly customizable practice management with advanced workflow automation.
Highly customizable workflows for firm-specific needs
Advanced accounting with three-way reconciliation
Integrated document management
Mobile app for on-the-go management
Learn more at
centerbase.com
See exactly which data objects transfer from eMoney to Centerbase
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to Centerbase.
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