​Conversions

The hardest part of switching portfolio management software is the very first step—converting data from your old vendor. If you don’t have a clean conversion, your FinFolio usage may be tainted for years to come. Conversions can be done as a stand-alone task or as part of a larger managed implementation plan.

FinFolio doesn’t do manual data entry during conversions. Instead, we use a combination of scripts and software programs to convert your old data into a format that we can easily import into FinFolio. The exact process differs depending on where the data is coming from.

We have converted data from the following systems:

• Advent APX

• Advent Axys

• AssetBook

• Captools

• InData

• Morningstar dbCAMS+

• Schwab PortfolioCenter

• Techfi Portfolio 2000
  

• Techfi AdvisorMart

Don't worry if your system isn't on our list yet. Contact FinFolio to discuss details.