Liaison
MoneyGuide
Transfer contacts, activities, and more from Liaison to MoneyGuide. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Liaison to MoneyGuide 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
Higher education admissions and enrollment technology
Liaison provides higher education institutions with CRM solutions, centralized application services, and enrollment marketing tools to recruit, engage, and enroll students. Their platforms include TargetX CRM and Outcomes CRM, offering AI-driven analytics and productivity tools designed specifically for college and university admissions.
Purpose-built for higher education enrollment
#1-rated financial planning software
MoneyGuide (now Envestnet MoneyGuide) is a comprehensive financial planning platform that helps advisors create personalized plans by categorizing client goals into Needs, Wants, and Wishes. It offers interactive planning tools, retirement cash flow analysis, and Roth conversion calculators.
#1 rated in 2024 T3 Inside Information Survey
"#1-rated financial planning software"
MoneyGuide (now Envestnet MoneyGuide) is a comprehensive financial planning platform that helps advisors create personalized plans by categorizing client goals into Needs, Wants, and Wishes. It offers interactive planning tools, retirement cash flow analysis, and Roth conversion calculators.
Ideal for: Financial advisors and wealth management firms seeking comprehensive planning tools with interactive client engagement features.
#1 rated in 2024 T3 Inside Information Survey
Interactive goal-based planning with sliders
Family Tree visualization across four generations
Part of Envestnet ecosystem serving 111,000+ advisors
Learn more at
envestnet.com
See exactly which data objects transfer from Liaison to MoneyGuide
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Liaison to MoneyGuide.
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