MoneyGuide
Funraise
Transfer contacts, activities, and more from MoneyGuide to Funraise. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Funraise 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
Nonprofit fundraising platform with integrated CRM
Funraise is a comprehensive fundraising platform designed specifically for nonprofits, combining donor relationship management, donation page creation, campaign management, and communication tools. It enables nonprofits to manage donors, create fundraising campaigns, send targeted communications, and track giving history all in one platform.
Purpose-built for nonprofits with fundraising expertise
"Nonprofit fundraising platform with integrated CRM"
Funraise is a comprehensive fundraising platform designed specifically for nonprofits, combining donor relationship management, donation page creation, campaign management, and communication tools. It enables nonprofits to manage donors, create fundraising campaigns, send targeted communications, and track giving history all in one platform.
Ideal for: Nonprofits seeking an integrated platform for donor management, fundraising campaign creation, and targeted donor communications.
Purpose-built for nonprofits with fundraising expertise
Integrated donor CRM and fundraising tools
Customizable donation pages and campaign websites
Donor segmentation and targeted email/SMS campaigns
Learn more at
funraise.org
See exactly which data objects transfer from MoneyGuide to Funraise
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Funraise.
Explore other popular CRM migrations similar to MoneyGuide to Funraise
Need to go the other way? We support bidirectional migrations.
Funraise → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
