MoneyGuide
Bonterra
Transfer contacts, companies, activities, and more from MoneyGuide to Bonterra. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Bonterra 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
Social good software for nonprofits
Bonterra is a comprehensive social good software platform serving nonprofits, foundations, and social impact organizations. Through its EveryAction CRM product, it provides donor management, fundraising automation, advocacy tools, and grant management capabilities integrated into a unified platform.
AI-optimized fundraising recommendations
"Social good software for nonprofits"
Bonterra is a comprehensive social good software platform serving nonprofits, foundations, and social impact organizations. Through its EveryAction CRM product, it provides donor management, fundraising automation, advocacy tools, and grant management capabilities integrated into a unified platform.
Ideal for: Mid to large nonprofits seeking comprehensive donor management, fundraising automation, and advocacy capabilities in one platform.
AI-optimized fundraising recommendations
Unified donor, fundraising, and advocacy management
Advanced wealth screening capabilities
Multi-channel campaign management
Learn more at
bonterratech.com
See exactly which data objects transfer from MoneyGuide to Bonterra
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Bonterra.
Explore other popular CRM migrations similar to MoneyGuide to Bonterra
Need to go the other way? We support bidirectional migrations.
Bonterra → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
