MoneyGuide
TotalBrokerage
Transfer contacts, companies, activities, and more from MoneyGuide to TotalBrokerage. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to TotalBrokerage 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
Easy compliance, accurate commissions
TotalBrokerage is a comprehensive real estate brokerage management platform combining CRM, transaction management, e-signatures, marketing automation, and commission tracking to streamline operations from first contact to close.
Complete brokerage solution eliminating need for separate tools
"Easy compliance, accurate commissions"
TotalBrokerage is a comprehensive real estate brokerage management platform combining CRM, transaction management, e-signatures, marketing automation, and commission tracking to streamline operations from first contact to close.
Ideal for: Real estate brokerages seeking an all-in-one platform for CRM, transaction management, compliance, commission tracking, and agent onboarding.
Complete brokerage solution eliminating need for separate tools
Automated commission calculation with flexible tracking system
Built-in e-signature capabilities with text and email delivery
Customer Contact Duplication Protection across agents
Learn more at
totalbrokerage.com
See exactly which data objects transfer from MoneyGuide to TotalBrokerage
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to TotalBrokerage.
Explore other popular CRM migrations similar to MoneyGuide to TotalBrokerage
Need to go the other way? We support bidirectional migrations.
TotalBrokerage → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
