MoneyGuide
Sisu
Transfer contacts, activities, and more from MoneyGuide to Sisu. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Sisu 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 Original Real Estate Operating System
Sisu is an analytics and transaction management platform for real estate teams and brokerages, providing data visualization, agent coaching tools, commission management, and workflow automation.
Increases brokerage annual volume by 107% on average
"The Original Real Estate Operating System"
Sisu is an analytics and transaction management platform for real estate teams and brokerages, providing data visualization, agent coaching tools, commission management, and workflow automation.
Ideal for: Real estate teams and brokerages seeking to increase agent accountability and performance through data analytics, gamified leaderboards, and streamlined transaction management.
Increases brokerage annual volume by 107% on average
Full transaction management with e-signature and client portal
Gamified dashboards and leaderboards for agent motivation
Commission management and financial reporting
Learn more at
sfrealestatecrm.com
See exactly which data objects transfer from MoneyGuide to Sisu
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Sisu.
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