MoneyGuide
Rocket Matter
Transfer contacts, companies, activities, and more from MoneyGuide to Rocket Matter. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Rocket Matter 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
Legal Practice Management for Modern Firms
Rocket Matter is a cloud-based legal practice management platform offering time tracking, billing, matter management, document storage, legal CRM, and payment processing for law firms of all sizes.
Industry-leading time and billing with passive time tracking
"Legal Practice Management for Modern Firms"
Rocket Matter is a cloud-based legal practice management platform offering time tracking, billing, matter management, document storage, legal CRM, and payment processing for law firms of all sizes.
Ideal for: Law firms seeking a comprehensive cloud-based practice management solution with strong time tracking, billing, and client relationship management capabilities.
Industry-leading time and billing with passive time tracking
Integrated payment processing with automated payment plans
Legal CRM for client intake and business development
ChatGPT integration for AI-powered assistance
Learn more at
rocketmatter.com
See exactly which data objects transfer from MoneyGuide to Rocket Matter
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Rocket Matter.
Explore other popular CRM migrations similar to MoneyGuide to Rocket Matter
Need to go the other way? We support bidirectional migrations.
Rocket Matter → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
