MoneyGuide
Moosend
Transfer contacts, activities, and more from MoneyGuide to Moosend. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Moosend 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
Email marketing and automation made easy
Moosend is an all-in-one email marketing automation platform with a drag-and-drop editor, visual workflow builder, and AI-powered product recommendations. It serves small to medium businesses with affordable pricing starting at $9/month.
Drag-and-drop email editor with templates
"Email marketing and automation made easy"
Moosend is an all-in-one email marketing automation platform with a drag-and-drop editor, visual workflow builder, and AI-powered product recommendations. It serves small to medium businesses with affordable pricing starting at $9/month.
Ideal for: Small to medium businesses and e-commerce brands seeking affordable email marketing automation with easy-to-use visual builders.
Drag-and-drop email editor with templates
Visual workflow automation builder
AI-powered product recommendations
Affordable pricing with unlimited sends
Learn more at
moosend.com
See exactly which data objects transfer from MoneyGuide to Moosend
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Moosend.
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Prefer email? talk@ambrstack.com
