MoneyGuide
HelloShift
Transfer contacts, activities, and more from MoneyGuide to HelloShift. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to HelloShift 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 hotel operations platform
HelloShift is an AI-powered hotel operations platform that unifies guest messaging, staff collaboration, housekeeping management, and contactless check-in. Its AI answers guest calls 24/7 and auto-assigns room cleanings based on historical patterns.
AI-powered 24/7 guest call handling
"AI-powered hotel operations platform"
HelloShift is an AI-powered hotel operations platform that unifies guest messaging, staff collaboration, housekeeping management, and contactless check-in. Its AI answers guest calls 24/7 and auto-assigns room cleanings based on historical patterns.
Ideal for: Modern hotels seeking to digitize operations with AI-powered guest messaging, automated housekeeping, and unified staff collaboration.
AI-powered 24/7 guest call handling
Automated housekeeping scheduling based on patterns
Contactless check-in and mobile key access
Unified staff messaging across all departments
Learn more at
helloshift.com
See exactly which data objects transfer from MoneyGuide to HelloShift
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to HelloShift.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
