a.i. will ensure that every aspect of your setup is taken care of by one of our dedicated Onboarding Specialists. Our team will take the time to get to know you and your business and provide a personalised onboarding and training program.
Your setup includes:
- Setup of user accounts, permissions & logo
- Data migration & import of client data
- Setup of service packages, FSG, emails & workflows
- Setup of fees, risk profile, asset allocation & APLs
- Setup of SOA templates
- Setup of data feeds
- Online training for up to 100 staff
Our Data Migration Specialists will migrate, cleanse, and test your data from your incumbent software provider. Dependent on the size of your licensee or practice, this can take 2-4 weeks.
a.i supports data from various platforms and the following data formats.
- Xplan (MS Sql Server db backup file )
- Coin (csv extract, MS sqlserver database db backup file )
- Midwinter (.csv, xlsx, xls)
- AdviserLogic(.csv, xls)
- Data base file from MS Sql Server, MySql, Oracle, salesforce etc
- .csv, .txt, .xls, xlsx ect.