# Questions advisors ask

Here are the questions advisors ask us most. Each answer is short. Don't see yours? [Talk with us](/contact), or [try the platform](/try?for=wealth) and see for yourself.

## Is it hard to switch from my old tools?
No. We do the work for you. We move your custodian history, your client records and your files. You check each step before it is final. Most firms are up and running in about six weeks. Your team keeps working the whole time. [See how a switch works](/switching-for-advisors).

## I am starting my own firm. Can I use it from day one?
Yes. You get the CRM, the client portal, plans, billing and your records in one place on day one. There is no stack of tools to tie together. Your website and forms are here too. [See how to start your own firm](/starting-your-own-firm).

## Is my clients' data safe?
Yes. Data is locked as it moves. Each stored file is locked with its own key. Private fields, such as tax ID numbers, are locked before they are saved. Each upload is checked for viruses. If you ever leave, you get every record in a sealed export. Your data is yours. [See how we keep it safe](/trust).

## Does AI see my clients' data?
AI only works with providers that keep none of your data and never learn from it. Every request is checked first. AI drafts and reads for you, but nothing goes out until you say yes. Each step is logged for your records. [See how AI is used](/ai).

## Does it work with Microsoft 365?
Yes. Connect Microsoft 365 once. Your email in and out, your calendar and your Teams calls and chats come in on their own. Each one lands in the right client's file. Use a different email system? [Talk with us](/contact) and we will tell you what fits.

## How does the live demo work?
Give us your work email, and we send you a link. Then you work inside a sample firm as one of its advisors. It has made-up families and real work in place. See your day, your families and your messages. Nothing you do touches real data. [Try the platform](/try?for=wealth).

## What does the first month include?
Your first month is a trial with no seat charge. You get the whole platform for your firm. Usage and outside charges still count from day one. A person on our team sets up the month with you. Bring a few real families and see how fast the work goes. [See pricing](/pricing).

## Do you charge a fee on my clients' assets?
No. You pay one price per advisor seat, with no fee on assets. So your cost stays flat as your clients grow. Add up what you pay today with the [cost calculator](/cost-calculator-advisors). Then [try the platform](/try?for=wealth) and see it work.