eMoney
Lever
Transfer contacts, companies, activities, and more from eMoney to Lever. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to Lever 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
Talent acquisition suite combining ATS and CRM
Lever is a recruiting software platform that uniquely combines applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one product called LeverTRM. It helps organizations attract, engage, and hire top talent with features for nurture campaigns, analytics, automation, and collaborative hiring workflows.
Combined ATS and CRM in single platform
"Talent acquisition suite combining ATS and CRM"
Lever is a recruiting software platform that uniquely combines applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one product called LeverTRM. It helps organizations attract, engage, and hire top talent with features for nurture campaigns, analytics, automation, and collaborative hiring workflows.
Ideal for: Growing organizations seeking a combined ATS and talent CRM to build long-term candidate relationships and streamline recruiting workflows.
Combined ATS and CRM in single platform
Nurture campaigns for passive candidates
Advanced analytics and data visualization
300+ integrations supported
Learn more at
lever.co
See exactly which data objects transfer from eMoney to Lever
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to Lever.
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