TotalBrokerage
MoneyGuide
Transfer contacts, companies, activities, and more from TotalBrokerage to MoneyGuide. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your TotalBrokerage to MoneyGuide 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
Prefer email? talk@ambrstack.com
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
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
#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
"#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.
Ideal for: Financial advisors and wealth management firms seeking comprehensive planning tools with interactive client engagement features.
#1 rated in 2024 T3 Inside Information Survey
Interactive goal-based planning with sliders
Family Tree visualization across four generations
Part of Envestnet ecosystem serving 111,000+ advisors
Learn more at
envestnet.com
See exactly which data objects transfer from TotalBrokerage to MoneyGuide
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from TotalBrokerage to MoneyGuide.
Explore other popular CRM migrations similar to TotalBrokerage to MoneyGuide
Need to go the other way? We support bidirectional migrations.
MoneyGuide → TotalBrokerageJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
