# Switching is easier than you think

Tired of tools that cost more each year and still do not talk to each other? Switching sounds like more work. It is not, because we do it for you. We move your data, set up your team and get your clients into their portal. Try the platform first. No sign-in needed to look around.

## Why firms switch
Firms switch when the tools get in the way. A price goes up again. A client's facts are wrong in one tool and right in another. A note gets lost. An exam turns into a hunt. If any of that sounds like your week, you are not alone. One platform fixes all of it at once.

## What we move for you
We bring over your custodian history, so returns and cost basis carry on. We bring your client records from your old CRM: households, people, notes and tasks. We bring your documents into each client's file. Your old plans become new plans, ready to run. You check each step before it is final. Nothing is lost on the way.

## The timeline
Week one: we set up your firm, your seats and your billing with you. Weeks two and three: we move your data and you check it. Week four: your team learns the platform in short sessions. Weeks five and six: your clients get their portal invitations. Then you turn the old tools off. Six weeks, start to finish.

## How much work it is for you
Most of the work is ours. You give us access to your old tools and your custodian files. You check what we moved. Your team spends a few hours learning. That is it. A person on our team is with you the whole way. They see only what you choose to show them. No big project.

## When you see the payoff
Your custodian files come in from the first week. Your first plans run in the second week. By the end, your team works from one place and your clients log in once. You stop paying for the tools you turned off. You see the time savings in the first month. Your clients notice it too.

## Try it before you switch
You do not have to take our word for it. Open a sample family now and walk their plan. Then enter your work email and try the live workspace as a sample advisor. Your first month on the platform is free. See what a month would save with the [cost calculator](/cost-calculator-advisors). It takes a few minutes.

## Talk it through
Every firm is a little different. Tell us what you use today and how many clients you have. A person on our team will show you what moving looks like for your firm. We will tell you what it takes, in plain words. [Try the platform](/try?for=wealth), read about [starting your own firm](/starting-your-own-firm), or [talk with us](/contact).