eMoney
RealGeeks
Transfer contacts, activities, and more from eMoney to RealGeeks. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to RealGeeks 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
All-in-one real estate marketing and CRM platform
Real Geeks is a comprehensive real estate lead generation platform providing IDX websites, CRM, Facebook marketing tools, and pay-per-click services. The platform helps agents and brokers generate leads, nurture relationships, and manage their sales pipeline.
IDX-integrated websites optimized for lead generation
"All-in-one real estate marketing and CRM platform"
Real Geeks is a comprehensive real estate lead generation platform providing IDX websites, CRM, Facebook marketing tools, and pay-per-click services. The platform helps agents and brokers generate leads, nurture relationships, and manage their sales pipeline.
Ideal for: Real estate agents and brokerages seeking an integrated solution for lead generation, website management, and client relationship nurturing.
IDX-integrated websites optimized for lead generation
Built-in Facebook marketing and ad creation tools
Drip email campaigns and SMS texting
Home valuation and property search tools
Learn more at
realgeeks.com
See exactly which data objects transfer from eMoney to RealGeeks
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to RealGeeks.
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