MoneyGuide
ResMan
Transfer contacts, companies, activities, and more from MoneyGuide to ResMan. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to ResMan 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
Property Management Software Platform
ResMan is a cloud-based property management platform for multifamily and affordable housing, providing accounting, leasing, marketing, CRM, maintenance management, and compliance tools.
Full-featured CRM with AI chatbot and contact center integration
"Property Management Software Platform"
ResMan is a cloud-based property management platform for multifamily and affordable housing, providing accounting, leasing, marketing, CRM, maintenance management, and compliance tools.
Ideal for: Multifamily and affordable housing property management companies seeking a comprehensive platform with modern marketing capabilities and compliance support.
Full-featured CRM with AI chatbot and contact center integration
Complete accounting and compliance management for affordable housing
Customizable, interactive websites with high-conversion lead capture
Robust open API with 200+ integration partners
Learn more at
residentportal.com
See exactly which data objects transfer from MoneyGuide to ResMan
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to ResMan.
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