MoneyGuide
Ellucian
Transfer contacts, activities, and more from MoneyGuide to Ellucian. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Ellucian 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
Student Lifecycle CRM for Higher Education
Ellucian is the world's leading provider of software and services for higher education. Its CRM suite includes solutions for recruitment, advising, fundraising, and student success across the entire student lifecycle.
Comprehensive higher education ecosystem solution
"Student Lifecycle CRM for Higher Education"
Ellucian is the world's leading provider of software and services for higher education. Its CRM suite includes solutions for recruitment, advising, fundraising, and student success across the entire student lifecycle.
Ideal for: Large colleges and universities needing integrated solutions for admissions, advising, and alumni engagement.
Comprehensive higher education ecosystem solution
Microsoft Dynamics 365 integration
Powerful automation and workflow tools
Real-time dashboards and analytics
Learn more at
ellucian.com
See exactly which data objects transfer from MoneyGuide to Ellucian
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Ellucian.
Explore other popular CRM migrations similar to MoneyGuide to Ellucian
Need to go the other way? We support bidirectional migrations.
Ellucian → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
