We provide data transformation tools and services to allow you easy migration path from your existing system. You have a choice to do a onetime migration or lease our tools to do frequent migration from your source to target systems.
We support Advent Axys®, Quicken, QuickBooks, Schwab Portfolio Center(R), Investigo, TechFi Portfolio 2000, Scottrade Portfolio Director, FinFolio, PowerAdvisor and CapTools. We are adding support for new systems continuously. If you need support for a system not listed here, please contact us
With our service, you can also accept your client’s self managed data in Quicken and migrate it to your backend portfolio management system.
