MoneyGuide
Wice CRM
Transfer contacts, companies, activities, and more from MoneyGuide to Wice CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Wice CRM 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 Customer in View, Success Under Control
Wice CRM is a German CRM software offering contact management, sales opportunity tracking, project management, marketing campaigns, invoicing, and service management with both cloud and on-premise deployment options.
Over 20 years of CRM experience with German data protection compliance
"The Customer in View, Success Under Control"
Wice CRM is a German CRM software offering contact management, sales opportunity tracking, project management, marketing campaigns, invoicing, and service management with both cloud and on-premise deployment options.
Ideal for: German SMBs seeking a GDPR-compliant CRM with comprehensive sales, marketing, and service features hosted exclusively in Germany with flexible deployment options.
Over 20 years of CRM experience with German data protection compliance
Hosted exclusively in Germany for data sovereignty
Available as both SaaS and on-premise solution
Integrated project management and invoicing capabilities
Learn more at
wice.de
See exactly which data objects transfer from MoneyGuide to Wice CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Wice CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
