Data Migration is the migration of your client data (assets, liabilities, income & expenses), service packages, fees, file notes, tasks, and documents. Our dedicated Onboarding Specialists will work with your practice to project manage, rationalise and acceptance test (UAT) your data to ensure it is successfully migrated to a.i.
Upon a.i. receiving your data extract, our Data Migration Specialists, will review, cleanse, and test your data before it is published to your platform, ready for review and sign off. This is dependent on the size of your dealer group or practice and 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.