MoneyGuide
mykaarma
Transfer contacts, companies, activities, and more from MoneyGuide to mykaarma. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to mykaarma 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
Auto dealership service software for payments, scheduling and communication
myKaarma is a cloud-based software platform for automotive dealership service departments, offering customer communication, scheduling, payments, video multi-point inspections, and BDC solutions. Its Workflow AI powers seamless service drive operations across nearly 2,000 dealerships.
Omnichannel communication (calls, texts, emails) in one dashboard
"Auto dealership service software for payments, scheduling and communication"
myKaarma is a cloud-based software platform for automotive dealership service departments, offering customer communication, scheduling, payments, video multi-point inspections, and BDC solutions. Its Workflow AI powers seamless service drive operations across nearly 2,000 dealerships.
Ideal for: Franchised auto dealerships seeking to modernize service department operations with omnichannel communication and integrated payments.
Omnichannel communication (calls, texts, emails) in one dashboard
ServiceCart Video MPI for multi-point inspections
AI-powered workflow automation for service efficiency
Mobile Check-in and Scheduler+ scheduling tools
Learn more at
mykaarma.com
See exactly which data objects transfer from MoneyGuide to mykaarma
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to mykaarma.
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Need to go the other way? We support bidirectional migrations.
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