MoneyGuide
Bullhorn
Transfer contacts, companies, activities, and more from MoneyGuide to Bullhorn. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Bullhorn 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
Staffing and recruitment CRM
Bullhorn is a leading cloud-based applicant tracking system and CRM platform purpose-built for staffing and recruitment agencies. It features AI-powered candidate matching, job tracking, and client management capabilities for the recruitment industry.
AI-powered candidate matching with 49% better fit
"Staffing and recruitment CRM"
Bullhorn is a leading cloud-based applicant tracking system and CRM platform purpose-built for staffing and recruitment agencies. It features AI-powered candidate matching, job tracking, and client management capabilities for the recruitment industry.
Ideal for: Staffing agencies and recruitment firms seeking an industry-specific ATS and CRM with AI-powered candidate matching capabilities.
AI-powered candidate matching with 49% better fit
Comprehensive ATS with candidate and job tracking
Industry-specific design for staffing and recruitment
Extensive marketplace of integrations and partner apps
Learn more at
bullhorn.com
See exactly which data objects transfer from MoneyGuide to Bullhorn
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Bullhorn.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
