MoneyGuide
Feng Office
Transfer contacts, companies, activities, and more from MoneyGuide to Feng Office. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Feng Office 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
Project Management & Collaboration Software
Feng Office is a web-based collaboration and project management platform that combines project management, document management, time tracking, and CRM capabilities. It offers both cloud-hosted and self-hosted deployment options for teams and organizations.
Comprehensive project management with Gantt charts
"Project Management & Collaboration Software"
Feng Office is a web-based collaboration and project management platform that combines project management, document management, time tracking, and CRM capabilities. It offers both cloud-hosted and self-hosted deployment options for teams and organizations.
Ideal for: Small to mid-market teams seeking an integrated solution combining project management, document collaboration, and CRM functionality.
Comprehensive project management with Gantt charts
Integrated document management and version control
Time tracking and resource planning
Built-in CRM capabilities for client management
Learn more at
fengoffice.com
See exactly which data objects transfer from MoneyGuide to Feng Office
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Feng Office.
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Need to go the other way? We support bidirectional migrations.
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