MoneyGuide
REDX
Transfer contacts, activities, and more from MoneyGuide to REDX. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to REDX 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 Ultimate Real Estate Prospecting Platform
REDX is a SaaS-based prospecting platform for real estate agents, providing high-quality lead data for expired listings, FSBOs, pre-foreclosures, and GeoLeads along with a power dialer and Vortex CRM.
Curated lead lists including Expired, FSBO, FRBO, and Pre-Foreclosure
"The Ultimate Real Estate Prospecting Platform"
REDX is a SaaS-based prospecting platform for real estate agents, providing high-quality lead data for expired listings, FSBOs, pre-foreclosures, and GeoLeads along with a power dialer and Vortex CRM.
Ideal for: Real estate agents focused on cold calling and prospecting who need accurate seller lead data and an integrated power dialer system.
Curated lead lists including Expired, FSBO, FRBO, and Pre-Foreclosure
Power Dialer with 4x more conversations per hour
Vortex lead management and CRM system
Phone script templates tailored to each lead type
Learn more at
theredx.com
See exactly which data objects transfer from MoneyGuide to REDX
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to REDX.
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