eMoney
Drip
Transfer contacts, activities, and more from eMoney to Drip. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to Drip 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, Easy-To-Use Marketing Automation
Drip is the first eCommerce CRM designed for building personal and profitable relationships with customers at scale. It provides automated workflows, email personalization, customer tracking, and multi-channel marketing capabilities.
Ecommerce-first design with revenue tracking integration
"Powerful, Easy-To-Use Marketing Automation"
Drip is the first eCommerce CRM designed for building personal and profitable relationships with customers at scale. It provides automated workflows, email personalization, customer tracking, and multi-channel marketing capabilities.
Ideal for: E-commerce businesses and digital marketers seeking sophisticated automation and customer engagement tools.
Ecommerce-first design with revenue tracking integration
Advanced automation and smart segmentation
Compliance-focused with excellent deliverability
Affordable pricing for SMBs
Learn more at
drip.com
See exactly which data objects transfer from eMoney to Drip
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to Drip.
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Prefer email? talk@ambrstack.com
