Migration & Onboarding

Move your book in
one quarter.

A dedicated specialist maps your data, configures your workflows, and runs team training — so the migration that usually takes a year actually finishes in 90 days.

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Benefits

A migration that's actually finished

Most firms have a shelf of half-migrated tools that never quite took. We've made finishing the job the whole point.

Data, preserved in full

Clients, households, notes, custom fields, documents, and activity history — mapped, migrated, and verified. Nothing left on the old system.

Workflows, from day one

Your SOPs become Experivise workflow templates before you log in. The platform mirrors how your firm already works — just faster.

Team, trained and ready

Role-based training sessions so every seat is productive on launch day — not puzzling through help docs at 4pm on a Friday.

Data Migration

Bring your book — not just your clients

We migrate from Redtail, Wealthbox, Salesforce, HubSpot, or an old spreadsheet — including custom fields, notes, and activity history. You see every mapped field before anything lands.

CSV import with intelligent field mapping
Custom field preservation — yours stays yours
Activity history and notes migrated by default
Dry-run preview with reconciliation report

Workflow Configuration

Your SOPs, turned into running workflows

We sit with your ops lead, walk through how new client onboarding, annual reviews, and money movement actually happen at your firm, then build the templates that mirror those processes — with the right reviewers and SLAs baked in.

Discovery sessions with ops and compliance leads
Workflow templates keyed to your existing SOPs
Reviewer + final-reviewer chains configured
SLA and notification rules per template

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Team Setup

Every seat, the right tools, the right day

Role-based seats (advisor, ops, compliance, executive) with permissions and dashboard widgets tuned before invites go out. Users land on the view that matches their job — not a generic landing screen.

Role-based permission templates applied by default
Per-role dashboard widgets and default views
SSO with Google Workspace and Microsoft 365
Success manager guest seat for the first 90 days

Brand Customization

A client portal that looks like your firm

Custom domain, logo, typography, and color palette so the client portal reads as an extension of your brand — not a white-labeled frame around someone else's product.

Custom domain (portal.yourfirm.com)
Logo, typography, and color palette override
Email template branding
Copy customization for welcome and onboarding flows