Our implementation process is thorough, efficient and works with your schedule. We partner with you to ensure you get the most out of our software right from the start.
Planning and Design
Starting with our system doesn’t mean starting from scratch. We migrate your existing data to save you the trouble of duplicating information. Our team will aggregate your financial data from various sources, including:
- Financial institutions such as banks, brokers, trust companies, etc.
- Financial software such as general ledgers, portfolio management systems, trading platforms, etc.
- Soft-copy files such as spreadsheets, online statements and other documents.
- Hard-copy documents such as printed statements and investment certificates.
Using all of these sources we create a complete picture of your existing assets, liabilities, income, and expenses. This lets you get started with our system using accurate, familiar and real financial data in a consistent format.