MoneyGuide
Placester
Transfer contacts, activities, and more from MoneyGuide to Placester. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Placester 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
Real estate marketing made simple
Placester is an all-in-one real estate website and marketing platform that provides agents, brokers, and teams with IDX-integrated websites, lead capture tools, CRM, and email marketing capabilities.
Seamless IDX integration with 600+ MLSs
"Real estate marketing made simple"
Placester is an all-in-one real estate website and marketing platform that provides agents, brokers, and teams with IDX-integrated websites, lead capture tools, CRM, and email marketing capabilities.
Ideal for: Real estate professionals seeking an integrated website builder with IDX, lead capture, and CRM functionality to grow their online presence and manage clients.
Seamless IDX integration with 600+ MLSs
Built-in CRM and lead capture tools
SEO-optimized property pages
WordPress-based customization
Learn more at
placester.com
See exactly which data objects transfer from MoneyGuide to Placester
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Placester.
Explore other popular CRM migrations similar to MoneyGuide to Placester
Need to go the other way? We support bidirectional migrations.
Placester → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
