MoneyGuide
Zoho Recruit
Transfer contacts, companies, activities, and more from MoneyGuide to Zoho Recruit. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to Zoho Recruit 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
One Stop Recruitment Solution
Zoho Recruit is a cloud-based applicant tracking system and recruitment CRM designed for staffing agencies and corporate HR teams, offering resume parsing, candidate tracking, interview scheduling, and job board integrations.
Combined ATS and Candidate Relationship Management platform
"One Stop Recruitment Solution"
Zoho Recruit is a cloud-based applicant tracking system and recruitment CRM designed for staffing agencies and corporate HR teams, offering resume parsing, candidate tracking, interview scheduling, and job board integrations.
Ideal for: Staffing agencies and corporate HR teams seeking an affordable, feature-rich ATS and recruitment CRM with AI-powered candidate matching and extensive job board integrations.
Combined ATS and Candidate Relationship Management platform
AI-powered resume parsing and candidate matching
Customizable career sites and branded job pages
Integration with 75+ job boards for multiposting
Learn more at
zoho.com
See exactly which data objects transfer from MoneyGuide to Zoho Recruit
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to Zoho Recruit.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
