MoneyGuide
Cured by Innovaccer
Transfer contacts, companies, activities, and more from MoneyGuide to Cured by Innovaccer. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Cured by Innovaccer 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
Healthcare experience platform for patient engagement
Cured by Innovaccer is a healthcare-focused customer experience and CRM platform designed to personalize patient care journeys and enhance patient engagement. Acquired by Innovaccer, it combines digital marketing, patient contact center capabilities, and AI-powered propensity models to drive healthcare outcomes.
AI-powered patient engagement and outreach
"Healthcare experience platform for patient engagement"
Cured by Innovaccer is a healthcare-focused customer experience and CRM platform designed to personalize patient care journeys and enhance patient engagement. Acquired by Innovaccer, it combines digital marketing, patient contact center capabilities, and AI-powered propensity models to drive healthcare outcomes.
Ideal for: Healthcare providers and payers seeking AI-powered patient engagement and personalized care journey management.
AI-powered patient engagement and outreach
80+ pre-built patient journey templates
Integrated contact center for patient access
Consumer data platform for 360-degree patient view
Learn more at
cured.health
See exactly which data objects transfer from MoneyGuide to Cured by Innovaccer
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Cured by Innovaccer.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
