MoneyGuide
iCIMS
Transfer contacts, companies, activities, and more from MoneyGuide to iCIMS. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to iCIMS 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 talent cloud company
iCIMS is a comprehensive enterprise talent acquisition platform that streamlines recruitment, onboarding, and internal mobility through integrated tools including an ATS, CRM, career site builders, and AI-powered recruiting features.
Comprehensive Talent Cloud with ATS, CRM, and onboarding tools
"The talent cloud company"
iCIMS is a comprehensive enterprise talent acquisition platform that streamlines recruitment, onboarding, and internal mobility through integrated tools including an ATS, CRM, career site builders, and AI-powered recruiting features.
Ideal for: Enterprise organizations seeking a full-suite talent acquisition platform with robust ATS, CRM, and onboarding capabilities.
Comprehensive Talent Cloud with ATS, CRM, and onboarding tools
Serves 40% of Fortune 100 companies
Over 800 third-party integrations including LinkedIn and Workday
AI-powered digital assistant for candidate engagement
Learn more at
icims.com
See exactly which data objects transfer from MoneyGuide to iCIMS
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to iCIMS.
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