Source
RegFox

RegFox

Destination
eMoney

eMoney

CRM MigrationStarting at $500

Migrate from RegFox to eMoney

Effortlessly & Accurately

Transfer contacts, activities, and more from RegFox to eMoney. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your RegFox to eMoney migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

RegFox vs eMoney

A quick look at both platforms to help you understand your migration path

Migrating from
RegFox

RegFox

Powerful Event Registration, Unbelievably Affordable

RegFox is an event registration platform for conferences, camps, classes, and workshops, offering drag-and-drop page building, payment processing, attendee management, and real-time analytics.

Founded 2008
Sacramento, California
Best for
Small BusinessMid-Market
Industries
EventsConferencesEducation+2 more
Top Strength

Extremely affordable pricing (99 cents + 1% per registrant, capped at $4.99)

Migrating to
eMoney

eMoney

Complete financial planning system

eMoney Advisor is a comprehensive financial planning platform acquired by Fidelity that empowers financial advisors and wealth managers to deliver comprehensive client experiences and strengthen client relationships. It provides planning tools, account aggregation, and interactive scenarios for advisors.

Founded 2000
Radnor, PA
Best for
Mid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Planning+1 more
Top Strength

Comprehensive financial planning capabilities including retirement and estate planning

Your New CRM

Why eMoney is a great choice

eMoney

eMoney

"Complete financial planning system"

eMoney Advisor is a comprehensive financial planning platform acquired by Fidelity that empowers financial advisors and wealth managers to deliver comprehensive client experiences and strengthen client relationships. It provides planning tools, account aggregation, and interactive scenarios for advisors.

Ideal for: Financial advisors and wealth management firms seeking comprehensive financial planning and client portfolio management.

Comprehensive financial planning capabilities including retirement and estate planning

Interactive planning with real-time what-if scenarios

Industries
Financial ServicesWealth ManagementFinancial Planning+1
Best For
Mid-MarketEnterprise

Account aggregation from multiple financial institutions

Secure client portal for complete financial visibility

Learn more at

emoneyadvisor.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from RegFox to eMoney

RegFox
eMoney
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Not Available
Activities
Supported

Communication

Emails
Not Available
Notes
Supported
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Not Available

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

RegFox to eMoney Migration FAQ

Common questions about migrating from RegFox to eMoney.

Related Migration Paths

Explore other popular CRM migrations similar to RegFox to eMoney

Reverse Migration

Need to go the other way? We support bidirectional migrations.

eMoney → RegFox

Ready to get started?

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Prefer email? talk@ambrstack.com