MoneyGuide
Mailshake
Transfer contacts, companies, activities, and more from MoneyGuide to Mailshake. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Mailshake 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
AI-powered sales engagement platform
Mailshake is a sales engagement platform that enables teams to send personalized cold emails at scale and engage with prospects via phone and social media. It features AI-powered email writing, automated follow-ups, deliverability tools, and native CRM integrations.
AI-powered email writing with SHAKEspeare
"AI-powered sales engagement platform"
Mailshake is a sales engagement platform that enables teams to send personalized cold emails at scale and engage with prospects via phone and social media. It features AI-powered email writing, automated follow-ups, deliverability tools, and native CRM integrations.
Ideal for: Sales teams seeking to automate personalized outreach across email, phone, and social channels with strong deliverability tools.
AI-powered email writing with SHAKEspeare
Multi-channel outreach (email, phone, LinkedIn)
Built-in deliverability tools including email warm-up
Native Salesforce and Pipedrive integrations
Learn more at
mailshake.com
See exactly which data objects transfer from MoneyGuide to Mailshake
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Mailshake.
Explore other popular CRM migrations similar to MoneyGuide to Mailshake
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
