eMoney
Finalsite
Transfer contacts, companies, activities, and more from eMoney to Finalsite. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to Finalsite 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
School Website & Enrollment Platform
Finalsite is a comprehensive website, communications, and enrollment management platform designed specifically for K-12 schools and school districts. It includes CMS tools, enrollment management system, mass notification capabilities, and parent communication features.
Purpose-built for K-12 schools with 15+ modules
"School Website & Enrollment Platform"
Finalsite is a comprehensive website, communications, and enrollment management platform designed specifically for K-12 schools and school districts. It includes CMS tools, enrollment management system, mass notification capabilities, and parent communication features.
Ideal for: Schools and school districts seeking an integrated platform for website management, parent communications, and student enrollment.
Purpose-built for K-12 schools with 15+ modules
Integrated enrollment and admissions management
Automated parent communication and workflows
CMS and EMS data integration and synchronization
Learn more at
finalsite.com
See exactly which data objects transfer from eMoney to Finalsite
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to Finalsite.
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