MoneyGuide
Agworld
Transfer contacts, companies, activities, and more from MoneyGuide to Agworld. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Agworld 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
Data-driven farm management software
Agworld is a cloud-based agricultural data management ecosystem that enables farmers, advisors, and service providers to collaborate on farm planning, monitoring, and real-time operations management. It provides standardized database management, integrations with IoT devices and financial systems, and comprehensive reporting capabilities.
Standardized farm data database
"Data-driven farm management software"
Agworld is a cloud-based agricultural data management ecosystem that enables farmers, advisors, and service providers to collaborate on farm planning, monitoring, and real-time operations management. It provides standardized database management, integrations with IoT devices and financial systems, and comprehensive reporting capabilities.
Ideal for: Growers and advisors managing complex farming operations across multiple regions seeking collaborative data management and compliance reporting.
Standardized farm data database
Collaborative multi-user platform
IoT device integration with Frames API
Financial system integrations
Learn more at
agworld.com
See exactly which data objects transfer from MoneyGuide to Agworld
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Agworld.
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