We provide data migration services from numerous vendor platforms including Advent Axys, Advisors Assistant, Captools, dbCams, Schwab Centerpiece, Schwab Portfolio Center, Techfi, .csv documents and spreadsheets. Our solutions are flexible, customizable and affordable to best match your needs & budget.
- "JumpStart" your database for immediate use with the initialization of client portfolio and asset information on a specific date. Based on data provided by your custodian, we establish accounts, securities, prices and initial positions on a specific date of your choosing. Historical transactions are not included.
- Performance history conversions initialize a new database with performance returns on a monthly, quarterly, or annual basis from an existing application or spreadsheet records. The new database is then populated with accounts, securities, prices and initial positions on a date subsequent to the ending date of the performance records.
- Transaction-based conversions initialize a new database based on information from an existing system or electronic custodial data records. We establish accounts, securities, prices, initial positions and historical transactions up to a specific date.
.Csv and Spreadsheet conversions utilize information exported from other systems and/or data that you maintain in spreadsheets. In addition, we provide excel-based templates that easily import and populate most fields of information contained with PowerAdvisor.
Factoring cost basis into data conversion projects is an additional option, depending on the information stored in the pre-existing database and its availability for data export.
Please contact our sales team to inquire about our current data conversion service offerings by calling 503-968-7202 from 8:00 a.m. to 5:00 p.m. Pacific Standard Time or emailing sales@PowerInvestmentTools.com. Project quotes are provided by our sales team once the project is assessed according to your specific needs and requirements.
