We have experience of converting data from many other back-office IFA systems e.g.:-
We have developed routines that allow us to capture and convert the crucial data that you will need to manage your clients, their policies, and your business.
A one-off data conversion / data load from any of the above systems will cost between £600 and £1,000 plus VAT (depends upon number of client records to be converted, options you choose, etc).
We also have experience of converting data from many bespoke / custom designed systems e.g.:-
We will need to see a copy, or at least a sample, of your data to be able to give you a quote for a one-off data conversion / data load.