MoneyGuide
Kore Software
Transfer contacts, companies, activities, and more from MoneyGuide to Kore Software. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Kore Software 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
Global leader in fan engagement and sponsorship management
Kore Software is a business intelligence platform for the sports and entertainment industries, providing CRM, sponsorship management, ticketing, fan engagement, and data analytics solutions. It transforms off-the-shelf CRM software into end-to-end sales, marketing, and operations platforms for sports organizations, venues, and brands.
Global leader trusted by 900+ brands and sports organizations
"Global leader in fan engagement and sponsorship management"
Kore Software is a business intelligence platform for the sports and entertainment industries, providing CRM, sponsorship management, ticketing, fan engagement, and data analytics solutions. It transforms off-the-shelf CRM software into end-to-end sales, marketing, and operations platforms for sports organizations, venues, and brands.
Ideal for: Sports teams, entertainment venues, and brands seeking comprehensive sponsorship management, fan engagement, and data intelligence solutions.
Global leader trusted by 900+ brands and sports organizations
Comprehensive sponsorship and partnership management
Helix fan intelligence platform with 360-degree fan view
Built on Microsoft Dynamics CRM and Salesforce
Learn more at
koresoftware.com
See exactly which data objects transfer from MoneyGuide to Kore Software
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Kore Software.
Explore other popular CRM migrations similar to MoneyGuide to Kore Software
Need to go the other way? We support bidirectional migrations.
Kore Software → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
