MoneyGuide
IXACT Contact
Transfer contacts, activities, and more from MoneyGuide to IXACT Contact. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to IXACT Contact 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
Prefer email? talk@ambrstack.com
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
Real estate CRM and marketing automation made easy
IXACT Contact is a real estate CRM and marketing automation solution that helps agents manage contacts, automate keep-in-touch communications, and build their online presence. It features an intelligent Keep in Touch Coach, email marketing, agent websites, and social media automation trusted by 16,000+ real estate professionals.
Intelligent Keep in Touch Coach prompts timely follow-ups
"Real estate CRM and marketing automation made easy"
IXACT Contact is a real estate CRM and marketing automation solution that helps agents manage contacts, automate keep-in-touch communications, and build their online presence. It features an intelligent Keep in Touch Coach, email marketing, agent websites, and social media automation trusted by 16,000+ real estate professionals.
Ideal for: Real estate agents and teams seeking an easy-to-use CRM with intelligent contact management, automated marketing, and agent website capabilities.
Intelligent Keep in Touch Coach prompts timely follow-ups
Pre-built and customizable email drip campaigns
Done-for-you agent website with lead capture
Social Stream automation for content posting
Learn more at
ixactcontact.com
See exactly which data objects transfer from MoneyGuide to IXACT Contact
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to IXACT Contact.
Explore other popular CRM migrations similar to MoneyGuide to IXACT Contact
Need to go the other way? We support bidirectional migrations.
IXACT Contact → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
