MoneyGuide
Lighthouse 360
Transfer contacts, activities, and more from MoneyGuide to Lighthouse 360. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Lighthouse 360 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
Dental practice management and patient communication
Lighthouse 360, a Henry Schein One product, is a comprehensive dental practice management software that automates patient communication through email, two-way texting, phone calls, and postcards. It helps dental practices reduce no-shows, manage appointments, collect online payments, and handle patient reviews from a unified dashboard.
Automated multi-channel patient reminders
"Dental practice management and patient communication"
Lighthouse 360, a Henry Schein One product, is a comprehensive dental practice management software that automates patient communication through email, two-way texting, phone calls, and postcards. It helps dental practices reduce no-shows, manage appointments, collect online payments, and handle patient reviews from a unified dashboard.
Ideal for: Dental practices seeking automated patient communication, appointment management, and practice management tools to reduce no-shows and improve patient engagement.
Automated multi-channel patient reminders
Two-way texting and virtual waiting rooms
Online scheduling and payment collection
Patient review management
Learn more at
lh360.com
See exactly which data objects transfer from MoneyGuide to Lighthouse 360
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Lighthouse 360.
Explore other popular CRM migrations similar to MoneyGuide to Lighthouse 360
Need to go the other way? We support bidirectional migrations.
Lighthouse 360 → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
