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Prepare to supercharge your business

An experienced team of migration specialists is here to help make sure you hit the ground running with AdvisorEngine CRM

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THE CHALLENGE
Is it worth the headache?

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.

data-conversion-stress-tests2

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.

Ways our team can help your practice

01

AdvisorEngine migration is tailored to your business needs
02

A dedicated specialist will work with you directly to ensure that data is mapped properly and migrated as efficiently as possible
03

In addition to migration support, clients may also benefit from 1:1 consultative services at setup and over time
THE SPECIFICS

Data conversion by AdvisorEngine

We have the experience and knowledge to help guide you through the migration process as efficiently as possible. Each migration is different but we generally uncover the nuance and detail in the context of this high-level road map:
01
Kickoff call
Meet your designated Migration Specialist, Client Onboarding Engineer and Training Consultant to review your migration needs, discuss pertinent firm data and decide which information will be migrated to AdvisorEngine CRM
02
Data retrieval

Provide a backup of your current database via secured transfer to your Migration Specialist

03
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Data review call

Your Migration Specialist will present your data in its migrated form and give you the opportunity to provide feedback

04
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Integration review
You will also meet with your Client Onboarding Engineer to discuss any integrations you want to deploy
05
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Data review call 2
A second review of your database with the Migration Specialist where you will also complete a follow-up data feedback form
06
Final delivery call
Your Client Onboarding Engineer will assist you with setting up email and calendar integrations, provide an explanation of basic functions and review optional integrations. Your Onboarding Engineer will be your primary point of contact up to 30 days following your go live date.

Meet the team behind our migration services

Eric Engberg - Art Photo
Eric Engberg
On-boarding Manager
Patrick Rose - Art Photo
Patrick Rose
On-boarding Manager
Joseph Norman - Art Photo
Joseph Norman
On-boarding Manager

Ready to supercharge your business?

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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.