Workbooks CRM
MoneyGuide
Transfer contacts, companies, activities, and more from Workbooks CRM to MoneyGuide. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM 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
The No-BS CRM
Workbooks is a UK-based CRM platform for mid-sized organizations offering sales, marketing, customer service, order management, invoicing, and event management with transparent pricing and fast implementation.
Pricing typically 50-70% less than Salesforce or Microsoft Dynamics
#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 Workbooks CRM to MoneyGuide
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to MoneyGuide.
Explore other popular CRM migrations similar to Workbooks CRM to MoneyGuide
Need to go the other way? We support bidirectional migrations.
MoneyGuide → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
