MoneyGuide
Agrivi
Transfer contacts, companies, activities, and more from MoneyGuide to Agrivi. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Agrivi 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
#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
Digital agriculture solutions platform
Agrivi is a comprehensive farm management platform that integrates field operations, inventory, workforce, and financial management. It provides CRM capabilities, task management, pest and disease monitoring, supply chain management, and analytics to help farmers and agribusiness companies optimize crop production and sustainability.
Unified platform for all farm operations including CRM
"Digital agriculture solutions platform"
Agrivi is a comprehensive farm management platform that integrates field operations, inventory, workforce, and financial management. It provides CRM capabilities, task management, pest and disease monitoring, supply chain management, and analytics to help farmers and agribusiness companies optimize crop production and sustainability.
Ideal for: Farmers, agricultural cooperatives, and agribusiness companies seeking integrated farm management and CRM
Unified platform for all farm operations including CRM
IoT and hardware integration for real-time farm data
Pest and disease monitoring with automated alerts
Supply chain traceability and food safety features
Learn more at
agrivi.com
See exactly which data objects transfer from MoneyGuide to Agrivi
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Agrivi.
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