MoneyGuide
RealGeeks
Transfer contacts, activities, and more from MoneyGuide to RealGeeks. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to RealGeeks 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
All-in-one real estate marketing and CRM platform
Real Geeks is a comprehensive real estate lead generation platform providing IDX websites, CRM, Facebook marketing tools, and pay-per-click services. The platform helps agents and brokers generate leads, nurture relationships, and manage their sales pipeline.
IDX-integrated websites optimized for lead generation
"All-in-one real estate marketing and CRM platform"
Real Geeks is a comprehensive real estate lead generation platform providing IDX websites, CRM, Facebook marketing tools, and pay-per-click services. The platform helps agents and brokers generate leads, nurture relationships, and manage their sales pipeline.
Ideal for: Real estate agents and brokerages seeking an integrated solution for lead generation, website management, and client relationship nurturing.
IDX-integrated websites optimized for lead generation
Built-in Facebook marketing and ad creation tools
Drip email campaigns and SMS texting
Home valuation and property search tools
Learn more at
realgeeks.com
See exactly which data objects transfer from MoneyGuide to RealGeeks
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to RealGeeks.
Explore other popular CRM migrations similar to MoneyGuide to RealGeeks
Need to go the other way? We support bidirectional migrations.
RealGeeks → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
