MoneyGuide
Nutshell
Transfer contacts, companies, activities, and more from MoneyGuide to Nutshell. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Nutshell 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
Simple pipeline and contact management
Nutshell is a modern CRM platform designed for small to medium-sized businesses, offering sales pipeline management, contact organization, and sales automation with integrated email marketing and web chat capabilities.
Four flexible pipeline views (List, Map, Chart, Board)
"Simple pipeline and contact management"
Nutshell is a modern CRM platform designed for small to medium-sized businesses, offering sales pipeline management, contact organization, and sales automation with integrated email marketing and web chat capabilities.
Ideal for: Small to medium sales teams wanting an easy-to-use CRM with flexible pipeline views, sales automation, and integrated marketing tools without admin overhead.
Four flexible pipeline views (List, Map, Chart, Board)
Integrated email marketing with Nutshell Campaigns
Web chat and text messaging via Nutshell Engagement
Native Google Workspace and Microsoft 365 integration
Learn more at
nutshell.com
See exactly which data objects transfer from MoneyGuide to Nutshell
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Nutshell.
Explore other popular CRM migrations similar to MoneyGuide to Nutshell
Need to go the other way? We support bidirectional migrations.
Nutshell → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
