MoneyGuide
Market Leader
Transfer contacts, activities, and more from MoneyGuide to Market Leader. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Market Leader 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
Convert leads into clients
Market Leader is a marketing and technology platform for real estate professionals, offering lead generation, CRM, IDX-enabled websites, and marketing automation. It helps agents and brokerages manage leads from sources like Zillow and Trulia while automating follow-up campaigns.
Pioneer in real estate lead generation since 1999
"Convert leads into clients"
Market Leader is a marketing and technology platform for real estate professionals, offering lead generation, CRM, IDX-enabled websites, and marketing automation. It helps agents and brokerages manage leads from sources like Zillow and Trulia while automating follow-up campaigns.
Ideal for: Real estate agents and brokerages seeking integrated lead generation, IDX websites, and automated marketing tools.
Pioneer in real estate lead generation since 1999
IDX-enabled customizable websites with lead capture
Engagement Co-Pilot for automated lead nurturing
Integration with Zillow, Trulia, and Realtor.com leads
Learn more at
marketleader.com
See exactly which data objects transfer from MoneyGuide to Market Leader
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Market Leader.
Explore other popular CRM migrations similar to MoneyGuide to Market Leader
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
