MoneyGuide
Fortellis
Transfer your CRM data, and more from MoneyGuide to Fortellis. 1 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Fortellis 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
Automotive commerce exchange platform
Fortellis is an open, agnostic API platform and marketplace created by CDK Global for the automotive industry. It enables dealers, manufacturers, and developers to discover, build, and integrate solutions through a secure ecosystem of APIs and applications, facilitating seamless data exchange and business process automation.
Open, agnostic API platform for automotive industry
"Automotive commerce exchange platform"
Fortellis is an open, agnostic API platform and marketplace created by CDK Global for the automotive industry. It enables dealers, manufacturers, and developers to discover, build, and integrate solutions through a secure ecosystem of APIs and applications, facilitating seamless data exchange and business process automation.
Ideal for: Automotive dealers, manufacturers, and software developers seeking to integrate applications and automate workflows across the automotive commerce ecosystem.
Open, agnostic API platform for automotive industry
API Data Management and Field Management capabilities
Async APIs with OpenAPI standards compliance
Robust developer network and marketplace
Learn more at
fortellis.io
See exactly which data objects transfer from MoneyGuide to Fortellis
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Fortellis.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
