Source
eMoney

eMoney

Destination
DrChrono

DrChrono

CRM MigrationStarting at $500

Migrate from eMoney to DrChrono

Effortlessly & Accurately

Transfer contacts, activities, and more from eMoney to DrChrono. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your eMoney to DrChrono migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

eMoney vs DrChrono

A quick look at both platforms to help you understand your migration path

Migrating from
eMoney

eMoney

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.

Founded 2000
Radnor, PA
Best for
Mid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Planning+1 more
Top Strength

Comprehensive financial planning capabilities including retirement and estate planning

Migrating to
DrChrono

DrChrono

Practice medicine, not administration

DrChrono is a cloud-based healthcare platform providing EHR, practice management, and medical billing software for independent medical practices. Founded in 2009 and now part of EverCommerce, it was the first to offer tablet-based EHR and serves over 4,600 independent practices with 13,000 providers processing $3+ billion in annual medical claims.

Founded 2009
Sunnyvale, California, USA
Best for
Small BusinessMid-Market
Industries
healthcaremedical practiceelectronic health records+2 more
Top Strength

First EHR apps for iPad and iPhone

Your New CRM

Why DrChrono is a great choice

DrChrono

DrChrono

"Practice medicine, not administration"

DrChrono is a cloud-based healthcare platform providing EHR, practice management, and medical billing software for independent medical practices. Founded in 2009 and now part of EverCommerce, it was the first to offer tablet-based EHR and serves over 4,600 independent practices with 13,000 providers processing $3+ billion in annual medical claims.

Ideal for: Independent medical practices seeking comprehensive, mobility-enabled EHR and practice management solutions.

First EHR apps for iPad and iPhone

Voted #1 mobile EHR for 8 years

Industries
healthcaremedical practiceelectronic health records+2
Best For
Small BusinessMid-Market

Apple Mobility Partner certification

Integrated practice management and billing

Learn more at

drchrono.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from eMoney to DrChrono

eMoney
DrChrono
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

eMoney to DrChrono Migration FAQ

Common questions about migrating from eMoney to DrChrono.

Related Migration Paths

Explore other popular CRM migrations similar to eMoney to DrChrono

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