MoneyGuide
Airtable
Transfer contacts, companies, activities, and more from MoneyGuide to Airtable. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Airtable 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
#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
Democratize software creation
Airtable is a flexible cloud collaboration platform that combines spreadsheet and database functionality, allowing teams to build custom CRM applications without coding. It offers customizable views, automation capabilities, and extensive integrations.
Highly flexible spreadsheet-database hybrid interface
"Democratize software creation"
Airtable is a flexible cloud collaboration platform that combines spreadsheet and database functionality, allowing teams to build custom CRM applications without coding. It offers customizable views, automation capabilities, and extensive integrations.
Ideal for: Teams seeking a highly customizable, no-code platform to build tailored CRM workflows with flexible views and powerful automation capabilities.
Highly flexible spreadsheet-database hybrid interface
Multiple view options (Grid, Kanban, Calendar, Gallery)
AI-powered Cobuilder for instant app creation
Extensive automation and integration ecosystem
Learn more at
airtable.com
See exactly which data objects transfer from MoneyGuide to Airtable
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Airtable.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
