MoneyGuide
Follow Up Boss
Transfer contacts, companies, activities, and more from MoneyGuide to Follow Up Boss. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Follow Up Boss 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
The real estate team OS
Follow Up Boss is a specialized CRM designed for real estate professionals and teams, offering automated lead management, omnichannel communication (calls, texts, emails), intelligent follow-up workflows, and advanced reporting. The platform automates lead distribution, follows up from 200+ lead sources, and integrates with numerous real estate platforms.
Specialized for real estate with 200+ lead source integrations
"The real estate team OS"
Follow Up Boss is a specialized CRM designed for real estate professionals and teams, offering automated lead management, omnichannel communication (calls, texts, emails), intelligent follow-up workflows, and advanced reporting. The platform automates lead distribution, follows up from 200+ lead sources, and integrates with numerous real estate platforms.
Ideal for: Real estate agents and brokerages seeking comprehensive lead management, automated follow-ups, and team collaboration tools.
Specialized for real estate with 200+ lead source integrations
Automated follow-up workflows and AI-powered lead prioritization
Omnichannel communication (calls, texts, emails, video)
Advanced reporting and predictive lead scoring
Learn more at
followupboss.com
See exactly which data objects transfer from MoneyGuide to Follow Up Boss
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Follow Up Boss.
Explore other popular CRM migrations similar to MoneyGuide to Follow Up Boss
Need to go the other way? We support bidirectional migrations.
Follow Up Boss → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
