MoneyGuide
Ometria
Transfer contacts, activities, and more from MoneyGuide to Ometria. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Ometria 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
The retail marketing platform
Ometria is a customer data and experience platform for retail that combines CDP capabilities with cross-channel marketing orchestration, using AI trained on over 20 billion retail touchpoints to drive CRM revenue growth.
Proprietary Retail Success Model with AI algorithms
"The retail marketing platform"
Ometria is a customer data and experience platform for retail that combines CDP capabilities with cross-channel marketing orchestration, using AI trained on over 20 billion retail touchpoints to drive CRM revenue growth.
Ideal for: Retail brands seeking AI-driven customer data unification and personalized cross-channel marketing at scale.
Proprietary Retail Success Model with AI algorithms
Co-Marketer AI trained on 20 billion retail touchpoints
Cross-channel orchestration (email, mobile, social, direct mail)
Comprehensive customer lifecycle segmentation
Learn more at
ometria.com
See exactly which data objects transfer from MoneyGuide to Ometria
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Ometria.
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