eMoney
REsimpli
Transfer contacts, activities, and more from eMoney to REsimpli. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to REsimpli 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 #1 AI-Powered CRM for Real Estate Investors
REsimpli is an all-in-one CRM platform built specifically for real estate investors, offering lead management, marketing automation, calling, texting, list stacking, skip tracing, and accounting tools.
AI-powered features including VoiceFollow AI and CallAnswer AI
"The #1 AI-Powered CRM for Real Estate Investors"
REsimpli is an all-in-one CRM platform built specifically for real estate investors, offering lead management, marketing automation, calling, texting, list stacking, skip tracing, and accounting tools.
Ideal for: Real estate investors and wholesalers who need a comprehensive platform for lead generation, marketing automation, and deal management.
AI-powered features including VoiceFollow AI and CallAnswer AI
Built-in calling, texting, and ringless voicemail capabilities
List stacking and skip tracing for lead sourcing
Drip campaign automation with 90+ templates
Learn more at
resimpli.com
See exactly which data objects transfer from eMoney to REsimpli
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to REsimpli.
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