
eMoney

Rocket Matter
Transfer contacts, companies, activities, and more from eMoney to Rocket Matter. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to Rocket Matter 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
Prefer email? talk@ambrstack.com
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

Legal Practice Management for Modern Firms
Rocket Matter is a cloud-based legal practice management platform offering time tracking, billing, matter management, document storage, legal CRM, and payment processing for law firms of all sizes.
Industry-leading time and billing with passive time tracking

"Legal Practice Management for Modern Firms"
Rocket Matter is a cloud-based legal practice management platform offering time tracking, billing, matter management, document storage, legal CRM, and payment processing for law firms of all sizes.
Ideal for: Law firms seeking a comprehensive cloud-based practice management solution with strong time tracking, billing, and client relationship management capabilities.
Industry-leading time and billing with passive time tracking
Integrated payment processing with automated payment plans
Legal CRM for client intake and business development
ChatGPT integration for AI-powered assistance
Learn more at
rocketmatter.com
See exactly which data objects transfer from eMoney to Rocket Matter


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to Rocket Matter.
Explore other popular CRM migrations similar to eMoney to Rocket Matter
Need to go the other way? We support bidirectional migrations.
Rocket Matter → eMoneyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com