MoneyGuide
Customer.io
Transfer contacts, and more from MoneyGuide to Customer.io. 2 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Customer.io 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
Behavioral marketing automation platform
Customer.io is a cloud-based marketing automation platform that enables businesses to send targeted, behavioral-driven messages across email, push notifications, SMS, and in-app channels. It uses customer behavior and data to trigger timely, personalized communications that drive engagement and retention.
Behavior-driven message triggering
"Behavioral marketing automation platform"
Customer.io is a cloud-based marketing automation platform that enables businesses to send targeted, behavioral-driven messages across email, push notifications, SMS, and in-app channels. It uses customer behavior and data to trigger timely, personalized communications that drive engagement and retention.
Ideal for: Product-led growth companies and digital businesses needing behavior-based customer communication across multiple channels.
Behavior-driven message triggering
Multi-channel messaging (email, SMS, push, in-app)
Advanced segmentation and targeting
Comprehensive API and webhook capabilities
Learn more at
customer.io
See exactly which data objects transfer from MoneyGuide to Customer.io
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Customer.io.
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Need to go the other way? We support bidirectional migrations.
Customer.io → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
