MoneyGuide
Iterable
Transfer contacts, activities, and more from MoneyGuide to Iterable. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Iterable 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 cross-channel customer communication platform
Iterable is an AI-powered marketing automation and customer engagement platform that enables brands to deliver personalized cross-channel communications at scale. It offers native multichannel orchestration across email, SMS, push notifications, and in-app messaging with dynamic workflows and AI-driven send time optimization.
AI-powered Send Time Optimization
"AI-powered cross-channel customer communication platform"
Iterable is an AI-powered marketing automation and customer engagement platform that enables brands to deliver personalized cross-channel communications at scale. It offers native multichannel orchestration across email, SMS, push notifications, and in-app messaging with dynamic workflows and AI-driven send time optimization.
Ideal for: Mid-market to enterprise brands seeking AI-powered multichannel marketing automation to orchestrate personalized customer journeys at scale.
AI-powered Send Time Optimization
Native cross-channel orchestration (email, SMS, push, in-app)
Visual drag-and-drop workflow builder
Unified customer profile from diverse data sources
Learn more at
iterable.com
See exactly which data objects transfer from MoneyGuide to Iterable
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Iterable.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
