eMoney
Kasisto
Transfer contacts, companies, activities, and more from eMoney to Kasisto. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to Kasisto 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
The trusted agentic AI platform for financial services
Kasisto is a conversational AI platform specializing in banking and finance, powering intelligent digital assistants through its KAI platform that deliver personalized, human-like banking experiences across mobile, web, and voice channels.
Banking-specific AI trained on financial domain
"The trusted agentic AI platform for financial services"
Kasisto is a conversational AI platform specializing in banking and finance, powering intelligent digital assistants through its KAI platform that deliver personalized, human-like banking experiences across mobile, web, and voice channels.
Ideal for: Financial institutions seeking to deploy AI-powered virtual assistants for customer service, digital banking experiences, and omnichannel engagement.
Banking-specific AI trained on financial domain
Omnichannel deployment across mobile, web, and voice
Integration with major digital banking partners
Agentic AI with compliance system predictability
Learn more at
kasisto.com
See exactly which data objects transfer from eMoney to Kasisto
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to Kasisto.
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