Client Implementation

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

We work hard to understand the nature of your existing entities in order to implement each one most effectively in our system. From individuals to partnerships, trusts to foundations, our team will determine your exact needs and create your custom charts of accounts, payee lists, investment classifications, etc.

Data Migration

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.

Software Implementation Service

From the outset, we tailor our software to best suit your specific needs. This ensures that the proper options and settings are configured to maximize your preferred workflows. Using our years of experience, we can recommend advanced features to utilize from the start, helping you attain maximum efficiency.

Establish Data Connections

We’ll work directly with your financial institutions to ensure a seamless connection to your banking, credit card, and portfolio data. We support downloads from most financial institutions and we’ll do everything we can to establish a connection with a new firm or data aggregation service if needed.