eMoney
PhoneBurner
Transfer contacts, companies, activities, and more from eMoney to PhoneBurner. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to PhoneBurner 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
Reach more. Sell more
PhoneBurner is a cloud-based power dialer and sales acceleration platform that helps sales teams achieve up to 4x more live conversations. It combines a high-performance dialer with built-in CRM, workflow automation, and seamless integrations.
4x faster dialing with no telemarketer delay
"Reach more. Sell more"
PhoneBurner is a cloud-based power dialer and sales acceleration platform that helps sales teams achieve up to 4x more live conversations. It combines a high-performance dialer with built-in CRM, workflow automation, and seamless integrations.
Ideal for: Outbound sales teams seeking a power dialer with integrated CRM functionality and automation to dramatically increase call volume and live conversations.
4x faster dialing with no telemarketer delay
One-click voicemail and email automation
Built-in CRM with contact management
Integrations with Salesforce, HubSpot, Zoho, and 150+ apps
Learn more at
phoneburner.com
See exactly which data objects transfer from eMoney to PhoneBurner
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to PhoneBurner.
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Prefer email? talk@ambrstack.com
