MoneyGuide
Grip
Transfer contacts, companies, activities, and more from MoneyGuide to Grip. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Grip 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
AI-powered event platform for business relationships
Grip is an AI-powered event technology platform that combines event management, registration, matchmaking, and networking for trade shows, conferences, and corporate events. Its machine learning algorithm recommends relevant connections to attendees through an intuitive swiping interface.
AI-powered matchmaking and networking recommendations
"AI-powered event platform for business relationships"
Grip is an AI-powered event technology platform that combines event management, registration, matchmaking, and networking for trade shows, conferences, and corporate events. Its machine learning algorithm recommends relevant connections to attendees through an intuitive swiping interface.
Ideal for: Event organizers and associations seeking an AI-powered platform to enhance attendee networking and track relationship-building across events.
AI-powered matchmaking and networking recommendations
Award-winning mobile event app
Seamless registration and badge management
Integration with 50+ event technology platforms
Learn more at
grip.events
See exactly which data objects transfer from MoneyGuide to Grip
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Grip.
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