Data Migration is separate from Assisted Onboarding. A data migration is the migration of all of your client data (assets, liabilities, income & expenses), service packages, fees, file notes, tasks and documents. This excludes the migration of workflows as we are a 'new world' platform with automation built-in. There is a workflow tool within the a.i. platform, it is intuitive to set up any b-spoke workflows you may need.
An a.i Onboarding Specialist will work with your practice to project manage, reationalise and user acceptance test (UAT) your data to ensure it is successfully migrated to a.i. Upon receiving your data extract, you can expect to have your data migrated on the a.i platform ready to go within 2-4 weeks. This is also dependent on the size of your dealer group or practice.