MoneyGuide
CharityEngine
Transfer contacts, companies, activities, and more from MoneyGuide to CharityEngine. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to CharityEngine 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
All-in-one nonprofit CRM platform
Comprehensive nonprofit CRM and fundraising platform designed for nonprofits of all sizes. Combines donor management, fundraising tools, email and SMS marketing, event management, and payment processing in one integrated system.
Native email and SMS marketing with automation
"All-in-one nonprofit CRM platform"
Comprehensive nonprofit CRM and fundraising platform designed for nonprofits of all sizes. Combines donor management, fundraising tools, email and SMS marketing, event management, and payment processing in one integrated system.
Ideal for: Growing nonprofits with $1M-$10M in fundraising revenue seeking all-in-one donor management and fundraising tools.
Native email and SMS marketing with automation
Peer-to-peer fundraising and event management
SustainerIQ recurring donation automation
PCI Level 1 and SOC 2 compliance
Learn more at
charityengine.net
See exactly which data objects transfer from MoneyGuide to CharityEngine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to CharityEngine.
Explore other popular CRM migrations similar to MoneyGuide to CharityEngine
Need to go the other way? We support bidirectional migrations.
CharityEngine → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
