MoneyGuide
Clientjoy
Transfer contacts, companies, activities, and more from MoneyGuide to Clientjoy. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Clientjoy 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
Operating System and CRM for Agencies
Clientjoy is an all-in-one platform for freelancers and agencies that combines CRM, proposal management, invoicing, and project tracking. It replaces multiple tools by providing lead management, client portal, contract management, and payment processing.
All-in-one solution reducing tool sprawl
"Operating System and CRM for Agencies"
Clientjoy is an all-in-one platform for freelancers and agencies that combines CRM, proposal management, invoicing, and project tracking. It replaces multiple tools by providing lead management, client portal, contract management, and payment processing.
Ideal for: Freelancers and service agencies needing integrated proposal, invoicing, and client management in one platform.
All-in-one solution reducing tool sprawl
Native invoice generation with payment links
Proposal and contract management with e-signatures
Client portal for document sharing and collaboration
Learn more at
clientjoy.io
See exactly which data objects transfer from MoneyGuide to Clientjoy
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Clientjoy.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
