eMoney
Sumac
Transfer contacts, companies, activities, and more from eMoney to Sumac. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your eMoney to Sumac 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
The #1 Nonprofit Case Management Software
Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.
HIPAA and PIPEDA compliant with encrypted storage
"The #1 Nonprofit Case Management Software"
Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.
Ideal for: Small to medium-sized nonprofits seeking an affordable, all-in-one CRM with comprehensive case management and modular extensions for specific needs.
HIPAA and PIPEDA compliant with encrypted storage
30+ years of nonprofit-specific expertise
Modular extensions for donations, volunteers, and grants
Custom web-based intake forms with e-signatures
Learn more at
sumac.com
See exactly which data objects transfer from eMoney to Sumac
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from eMoney to Sumac.
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Prefer email? talk@ambrstack.com
