MoneyGuide
Jetpack CRM
Transfer contacts, companies, activities, and more from MoneyGuide to Jetpack CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Jetpack CRM 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
The simplest CRM for WordPress
Jetpack CRM is a self-hosted, open-source CRM plugin for WordPress that enables businesses to manage customers, send proposals, create invoices, and track transactions. Acquired by Automattic in 2019, it offers a free core with premium extensions for WooCommerce integration, email marketing, and payment processing.
Open-source and self-hosted for data ownership
"The simplest CRM for WordPress"
Jetpack CRM is a self-hosted, open-source CRM plugin for WordPress that enables businesses to manage customers, send proposals, create invoices, and track transactions. Acquired by Automattic in 2019, it offers a free core with premium extensions for WooCommerce integration, email marketing, and payment processing.
Ideal for: WordPress site owners and small businesses seeking a self-hosted, open-source CRM with invoicing, proposals, and WooCommerce integration.
Open-source and self-hosted for data ownership
Deep WooCommerce integration
Built-in invoicing and proposal system
Client portal for quotes and document access
Learn more at
jetpackcrm.com
See exactly which data objects transfer from MoneyGuide to Jetpack CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Jetpack CRM.
Explore other popular CRM migrations similar to MoneyGuide to Jetpack CRM
Need to go the other way? We support bidirectional migrations.
Jetpack CRM → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
