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Discover all the pricing to simplify everyday wealth advisory

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Setup, Data Migration & Support

a.i.'s Onboarding, Data Migration & Support Specialists will ensure a smooth transition onto the a.i software.
We provide this as a FREE service.

Assisted Setup & Data Migration

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.

Platforms: 

  • Xplan (MS Sql Server db backup file ) 
  • Coin (csv extract, MS sqlserver database db backup file ) 
  • Midwinter (.csv, xlsx, xls) 
  • AdviserLogic(.csv, xls)  
Data formats: 
  • Data base file from MS Sql Server, MySql, Oracle, salesforce etc 
  • .csv, .txt, .xls, xlsx ect. 

Product Support

Our Product Support specialists are available during business hours via chat, email, or phone. The team are highly qualified advice & software experts and they'll help resolve your queries in a jiffy.

You get 24/7 access to the a.i Help Menu and a.i. Academy. Here you’ll find videos, tips & FAQs, including our real-time, in-built ‘search guide’ and 'walk thru' – you’ll be an a.i. expert in no time.

We also run weekly online training sessions to help you get up to speed - simply click to book online.

https://www.adviceintelligence.com/training