Data conversion / Data load (Optional)

We have experience of converting data from many other back-office IFA systems e.g.:-

• Avelo / First, Bluecoat, CCL, Durrell, JCS, Intelliflo, Link, Origo, Plum, Quay, Synaptics, True Potential, X-Plan, etc.

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.:-

• Access, ACT, Excel, Outlook, Paradox, Works, etc.

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.