MoneyGuide
Kustomer
Transfer contacts, companies, activities, and more from MoneyGuide to Kustomer. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Kustomer 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 customer service CRM platform
Kustomer is an omnichannel customer service CRM platform that combines ticketing, AI-powered agents, and a unified customer timeline to deliver seamless support experiences. Acquired by Meta (Facebook) in 2020, it provides a 360-degree view of customers across all communication channels.
Unified customer timeline across all channels
"AI-powered customer service CRM platform"
Kustomer is an omnichannel customer service CRM platform that combines ticketing, AI-powered agents, and a unified customer timeline to deliver seamless support experiences. Acquired by Meta (Facebook) in 2020, it provides a 360-degree view of customers across all communication channels.
Ideal for: Customer service teams seeking an AI-powered omnichannel platform with unified customer timelines and intelligent automation.
Unified customer timeline across all channels
AI Agents for automated customer inquiry resolution
Omnichannel support (email, chat, social, phone)
Natural Language Processing for customer understanding
Learn more at
kustomer.com
See exactly which data objects transfer from MoneyGuide to Kustomer
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Kustomer.
Explore other popular CRM migrations similar to MoneyGuide to Kustomer
Need to go the other way? We support bidirectional migrations.
Kustomer → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
