MoneyGuide
SmartZip
Transfer contacts, activities, and more from MoneyGuide to SmartZip. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to SmartZip 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
Predictive Analytics for Real Estate
SmartZip is a predictive marketing platform for real estate professionals, using big data analytics to identify homeowners most likely to sell and automating targeted marketing campaigns.
Patent-pending predictive analytics with 24 data sources and 1 billion data points
"Predictive Analytics for Real Estate"
SmartZip is a predictive marketing platform for real estate professionals, using big data analytics to identify homeowners most likely to sell and automating targeted marketing campaigns.
Ideal for: Real estate agents and brokers seeking data-driven seller lead generation with predictive analytics, automated marketing campaigns, and smart CRM follow-up tools.
Patent-pending predictive analytics with 24 data sources and 1 billion data points
SmartTargeting for identifying likely sellers in specific territories
Automated marketing campaigns with brand customization
Backed by Intel Capital and acquired by Constellation Real Estate Group
Learn more at
smartzip.com
See exactly which data objects transfer from MoneyGuide to SmartZip
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to SmartZip.
Explore other popular CRM migrations similar to MoneyGuide to SmartZip
Need to go the other way? We support bidirectional migrations.
SmartZip → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
