MoneyGuide
InterAction+
Transfer contacts, companies, activities, and more from MoneyGuide to InterAction+. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to InterAction+ 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 leading client relationship platform for law firms
InterAction+ by LexisNexis is a cloud-based CRM platform designed for law and professional services firms. It provides automated data capture, relationship intelligence, and predictive analytics to drive business development and client relationships.
Used by 75% of Am Law 100 and largest global firms
"The leading client relationship platform for law firms"
InterAction+ by LexisNexis is a cloud-based CRM platform designed for law and professional services firms. It provides automated data capture, relationship intelligence, and predictive analytics to drive business development and client relationships.
Ideal for: Law firms and professional services organizations seeking a specialized CRM with automated relationship tracking, client intelligence, and Microsoft 365 integration.
Used by 75% of Am Law 100 and largest global firms
Automated data capture eliminating manual entry
Relationship intelligence with predictive analytics
Deep Microsoft 365 integration including Outlook and Teams
Learn more at
lexisnexis.com
See exactly which data objects transfer from MoneyGuide to InterAction+
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to InterAction+.
Explore other popular CRM migrations similar to MoneyGuide to InterAction+
Need to go the other way? We support bidirectional migrations.
InterAction+ → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
