MoneyGuide
Klara
Transfer contacts, activities, and more from MoneyGuide to Klara. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Klara 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
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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
Conversational patient engagement software
Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.
Multi-channel patient communication centralized
"Conversational patient engagement software"
Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.
Ideal for: Medical practices seeking to streamline patient communication across text, web chat, and phone with HIPAA-compliant messaging and automated administrative workflows.
Multi-channel patient communication centralized
HIPAA-compliant secure messaging
Automated appointment reminders and follow-ups
Telemedicine with video visits
Learn more at
klara.com
See exactly which data objects transfer from MoneyGuide to Klara
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Klara.
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