MoneyGuide
Radiusbob
Transfer contacts, activities, and more from MoneyGuide to Radiusbob. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Radiusbob 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
Lead management and CRM for insurance agents
Radiusbob (Radius Bob) is a lead management and CRM software tool designed specifically for insurance agents. It combines lead, client, and agent management with built-in telephony, marketing automation, and sales workflow automation in one platform.
Built-in VoIP telephony with call recording and IVR
"Lead management and CRM for insurance agents"
Radiusbob (Radius Bob) is a lead management and CRM software tool designed specifically for insurance agents. It combines lead, client, and agent management with built-in telephony, marketing automation, and sales workflow automation in one platform.
Ideal for: Insurance agents and agencies seeking an all-in-one solution for lead management, client tracking, and integrated telephony.
Built-in VoIP telephony with call recording and IVR
Marketing automation with auto-responders and drip campaigns
Lead distribution and task assignment automation
Commission tracking capabilities
Learn more at
radiusbob.com
See exactly which data objects transfer from MoneyGuide to Radiusbob
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Radiusbob.
Explore other popular CRM migrations similar to MoneyGuide to Radiusbob
Need to go the other way? We support bidirectional migrations.
Radiusbob → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
