System Conversions

BOSS specializes in handling all aspects of the transition from start to finish including managing your data on an outsource basis during the conversion to ensure there are no data gaps after the conversion. With expertise in many PMS and CRM systems, BOSS can help you determine the most effective process and project timeline for your firm.

BOSS understands the importance of continued daily operations, and will work with you to complete your system conversion with the least impact to staff and client reporting. Experts at BOSS will walk you through the differences between the old system and the new system to determine the best way to handle any data issues, how to take advantage of new features for streamlined efficiency…and more.

For more information: www.thebackoffice.biz

Converting client data is the most cost effective way to change your reporting system and retain your historical information. Along with converting the data, Portfolio Solutions helps you to design and plan usage of the new system to meet your specific needs. If necessary they will help educate you about the software products. Quotes are by the job not hourly, and a ceiling on cost is provided.

For more information: www.theportfoliosolution.com

As a reliable resource about the portfolio accounting marketplace, UNAPEN is adept at navigating the complicated factors that go into changing portfolio accounting systems. The conversion process consists of many details in areas such as performance reporting, back office automation, client statements, interfaces with other systems, remote access, and more. You can make a smooth transition in this important decision relying on UNAPEN's track record of success in migrating clients across all major portfolio accounting systems. These projects have been complex and extensive, with almost every business unit of the client involved in the process.

For more information: www.unapen.com/solutions/portfolio.html