MoneyGuide
Tekion
Transfer contacts, companies, activities, and more from MoneyGuide to Tekion. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Tekion 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
First end-to-end cloud native automotive platform
Tekion is an AI-powered automotive retail cloud platform providing dealerships with unified DMS, CRM, digital retail, analytics, and payment solutions, founded by Tesla's former CIO to disrupt legacy dealer management systems.
First cloud-native automotive retail platform
"First end-to-end cloud native automotive platform"
Tekion is an AI-powered automotive retail cloud platform providing dealerships with unified DMS, CRM, digital retail, analytics, and payment solutions, founded by Tesla's former CIO to disrupt legacy dealer management systems.
Ideal for: Automotive dealerships seeking a modern, cloud-native platform that unifies DMS, CRM, digital retail, and analytics with AI-powered automation.
First cloud-native automotive retail platform
AI-powered CRM with smart automation for lead management
Unified DMS, CRM, digital retail in one platform
Founded by Tesla's former CIO with automotive tech expertise
Learn more at
tekion.com
See exactly which data objects transfer from MoneyGuide to Tekion
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Tekion.
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