MoneyGuide
Concord CRM
Transfer contacts, companies, activities, and more from MoneyGuide to Concord CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Concord CRM 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
Self-hosted deal management simplified
Concord CRM is a modern, self-hosted open-source CRM platform for managing deals, leads, and customer relationships. It offers unlimited users with a one-time license fee and full source code access.
One-time lifetime license with unlimited users
"Self-hosted deal management simplified"
Concord CRM is a modern, self-hosted open-source CRM platform for managing deals, leads, and customer relationships. It offers unlimited users with a one-time license fee and full source code access.
Ideal for: Teams seeking a cost-effective, self-hosted CRM with full control over source code and data privacy.
One-time lifetime license with unlimited users
Full source code access for customization
No per-user subscription fees
Intuitive kanban-style deal management
Learn more at
concordcrm.com
See exactly which data objects transfer from MoneyGuide to Concord CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Concord CRM.
Explore other popular CRM migrations similar to MoneyGuide to Concord CRM
Need to go the other way? We support bidirectional migrations.
Concord CRM → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
