Free migration · 2–4 weeks · 60-day support

Switch in a weekend. Trade up for a decade.

Leave behind legacy CRMs, scattered spreadsheets, and weekend compliance work. Adviser IQ handles the migration, the training, and the first 60 days — so your team focuses on clients, not on change management.

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Who switches to Adviser IQ

Firms ready to stop fighting their tools.

Stuck on legacy CRMs

Smartr365, 360 Lifecycle, Finova users who've hit the ceiling on what their CRM can do.

Outgrowing spreadsheets

Firms that have scaled past Excel + shared drives and need a real operating system.

Frustrated with compliance burden

Principals spending weekends on file reviews, Consumer Duty evidence, and SMCR paperwork.

Losing cases to admin

Teams where great advisers spend 60% of their week on admin instead of clients.

The process

Five steps. Two to four weeks.

A proven migration playbook we've run with every firm on the platform.

01

Discovery call (30 min)

We understand your firm, stack, pain points, and goals. You leave with a clear view of whether Adviser IQ fits.

02

Data audit (1 week)

We inspect your current CRM's export. Clients, cases, documents, commission, compliance. We map it to Adviser IQ.

03

Migration (48 hours)

Your historical data imports into Adviser IQ — clients, live pipeline, completed cases, documents, commission history.

04

Training (2 × 2 hour sessions)

One session for advisers, one for case managers and admin. Recorded, async-available, role-specific.

05

Launch & support (60 days)

We sit alongside your team for the first 60 days. Daily check-ins in week one, weekly thereafter. Dedicated Slack channel.

What we migrate

Every record. Every document. Every case.

Adviser IQ imports your full firm history — not a stripped-down snapshot. Your FCA retention obligations are preserved in full, and nothing is left behind on the legacy system.

  • ✓All client records (contact details, factfinds, preferences, history)
  • ✓Live pipeline cases with status, lender, amount, stage
  • ✓Completed case history (last 6 years for FCA retention)
  • ✓Document vault — IDs, factfinds, suitability, client correspondence
  • ✓Commission history and reconciliation state
  • ✓Compliance evidence — Consumer Duty, vulnerability, AML
  • ✓Marketing consents and GDPR records
  • ✓Team structure, adviser assignments, referrer relationships
What's included

No hidden charges. No ticket queues.

Free migration

No charge for the migration itself. We absorb the cost as part of onboarding.

Parallel running

Keep your old CRM live for 30 days. Switch off only when you're confident.

Dedicated migration lead

A named human owns your migration end-to-end. No ticket queues.

Training for the whole firm

Advisers, case managers, admin, principals. Role-specific, recorded, unlimited re-watch.

60-day white-glove support

Daily in week one, weekly after. Dedicated Slack channel with engineers on call.

Rollback guarantee

If Adviser IQ isn't right in the first 60 days, we give you back your data and your old CRM is still live.

Switching from

Guides by platform.

Deep-dive migration notes for the most common systems we migrate from.

Smartr365

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360 Lifecycle

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Finova

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IRESS Xplan

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Salesforce

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HubSpot

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Spreadsheets

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Something else

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Switch FAQ

Common questions.

How long does migration really take?
For most firms: 2 weeks from kickoff to launch. Discovery week 1, data audit and migration week 2, launch and training rolling out week 3 onwards. Larger firms (15+ advisers) typically take 3–4 weeks.
What does it cost?
The migration itself is free. You pay only your Adviser IQ subscription from month one. No implementation fee, no data import fee.
What if something goes wrong?
We run old and new in parallel for 30 days. If anything's missing or broken, we fix it while you're still on your old system. You only switch off the legacy once you're fully confident.
Can we keep our client history?
Yes — 6+ years of case history imports in full, including documents, commission, and compliance evidence. FCA retention requirements are preserved.
Will our advisers adapt?
Adviser IQ is significantly easier to use than the legacy CRMs most firms are on. Most teams are fully productive within a week. We provide unlimited re-watchable training and a dedicated Slack channel.
What about our commission data?
We migrate your full commission history and reconciliation state. If you're currently reconciling in spreadsheets, we'll import that too and set up Adviser IQ's automated reconciliation from day one.

Ready to trade up?

Get a migration pack tailored to your current CRM — we'll send a 2-page PDF with timeline, scope, and a named migration lead.

Get your migration pack →