MoneyGuide
Loxo
Transfer contacts, companies, activities, and more from MoneyGuide to Loxo. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Loxo 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 talent intelligence platform
Loxo is an AI-powered talent intelligence platform that combines ATS, recruiting CRM, and sourcing capabilities in one unified system. It features a database of over 1.2 billion people, multi-channel outreach automation, and AI agents to reduce administrative burdens for recruiters.
1.2 billion+ people database for sourcing
"AI-powered talent intelligence platform"
Loxo is an AI-powered talent intelligence platform that combines ATS, recruiting CRM, and sourcing capabilities in one unified system. It features a database of over 1.2 billion people, multi-channel outreach automation, and AI agents to reduce administrative burdens for recruiters.
Ideal for: Recruiting agencies and talent acquisition teams seeking an all-in-one platform with AI-powered sourcing, outreach automation, and candidate management.
1.2 billion+ people database for sourcing
AI-driven candidate data auto-updating
Multi-channel outreach with AI campaign building
800 million verified emails and phone numbers
Learn more at
loxo.co
See exactly which data objects transfer from MoneyGuide to Loxo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Loxo.
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