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An experienced team of migration specialists is here to help make sure you hit the ground running with AdvisorEngine CRM
Implementing, adopting, and maximizing a CRM system is a challenge for any organization and the first step - data migration - may be the most daunting of all.
We get it. And we also strongly believe this is one of those things where you get out what you put in. Is it going to take some time and effort to do it right? Yes. Will it be worth it? Absolutely, especially if you work with us.
Don't let the prospect of migrating massive amounts of data from your legacy systems prevent you from upgrading your CRM solution. We have helped countless firms make a smooth transition to AdvisorEngine. We can do the same for you.
Implementing, adopting, and maximizing a CRM system is a challenge for any organization and the first step - data migration - may be the most
daunting of all.
We get it. And we also strongly believe this is one of those things where you get out what you put in. Is it going to take some time and effort to do it right? Yes. Will it be worth it? Absolutely, especially if you work with us.
>Don't let the prospect of migrating massive amounts of data from your legacy systems prevent you from upgrading your CRM solution. We have helped countless firms make a smooth transition to AdvisorEngine. We can do the same for you.
AdvisorEngine migration is tailored to your business needs
A dedicated specialist will work with you directly to ensure that data is mapped properly and migrated as efficiently as possible
In addition to migration support, clients may also benefit from 1:1 consultative services at setup and over time
Provide a backup of your current database via secured transfer to your Migration Specialist
Your Migration Specialist will present your data in its migrated form and give you the opportunity to provide feedback
As a technology company, AdvisorEngine(R) provides access to award-winning tools. AdvisorEngine does not provide broker-dealer, custodian, investment advice or related financial services. AdvisorEngine, Inc. is a subsidiary of FT FinTech Holdings LLC, which is a subsidiary of Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton.