Source
eMoney

eMoney

Destination
Phenom

Phenom

CRM MigrationStarting at $500

Migrate from eMoney to Phenom

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from eMoney to Phenom. 8 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 Phenom 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 Phenom

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
Phenom

Phenom

Hire faster. Grow faster

Phenom is an AI-powered talent experience platform that delivers hyper-personalized experiences for candidates, recruiters, employees, and management. It unifies career sites, candidate pipelines, chatbots, internal mobility, and talent analytics on a single platform.

Founded 2010
Ambler, Pennsylvania
Best for
Mid-MarketEnterprise
Industries
Enterprise HRHealthcareRetail+2 more
Top Strength

AI-driven hyper-personalized candidate experiences

Your New CRM

Why Phenom is a great choice

Phenom

Phenom

"Hire faster. Grow faster"

Phenom is an AI-powered talent experience platform that delivers hyper-personalized experiences for candidates, recruiters, employees, and management. It unifies career sites, candidate pipelines, chatbots, internal mobility, and talent analytics on a single platform.

Ideal for: Large enterprises seeking an AI-powered talent acquisition and management platform with comprehensive candidate experience and internal mobility tools.

AI-driven hyper-personalized candidate experiences

Integrated career site, chatbot, and CRM

Industries
Enterprise HRHealthcareRetail+2
Best For
Mid-MarketEnterprise

Low-code/no-code Flow Studio for integrations

Internal mobility and employee referral tools

Learn more at

phenom.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from eMoney to Phenom

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

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
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 Phenom Migration FAQ

Common questions about migrating from eMoney to Phenom.

Related Migration Paths

Explore other popular CRM migrations similar to eMoney to Phenom

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Phenom → eMoney

Ready to get started?

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Prefer email? talk@ambrstack.com