MoneyGuide
NextGen Healthcare
Transfer contacts, companies, activities, and more from MoneyGuide to NextGen Healthcare. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to NextGen Healthcare 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
Better healthcare outcomes, amplified
NextGen Healthcare is an American software company providing electronic health record (EHR) and practice management systems for ambulatory care, featuring AI-powered documentation tools and comprehensive interoperability standards.
AI-powered ambient assist saving providers 2.5 hours per day
"Better healthcare outcomes, amplified"
NextGen Healthcare is an American software company providing electronic health record (EHR) and practice management systems for ambulatory care, featuring AI-powered documentation tools and comprehensive interoperability standards.
Ideal for: Ambulatory care practices and specialty healthcare providers seeking comprehensive EHR and practice management solutions.
AI-powered ambient assist saving providers 2.5 hours per day
Extensive RESTful API with 800+ routes
Comprehensive interoperability (HL7, FHIR, CCD, C-CDA)
Integrated practice management and billing
Learn more at
nextgen.com
See exactly which data objects transfer from MoneyGuide to NextGen Healthcare
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to NextGen Healthcare.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
