Data Conversion in a System Migration

Best Practices for Compliance and Continuity

Now more than ever, many firms are considering investing in new technology to reduce risks and control costs. If you are thinking about upgrading or switching systems, understanding data conversion and what it involves will help you make a better informed decision.

This informative, 12-page white paper is designed to help firms weigh data conversion options and tradeoffs. Written in conjunction with SEC compliance experts Focus 1 Associates, it’s packed with real world examples and actionable advice on such critical questions as:

What data is critical and must be converted for compliance purposes and business continuity?
Which data doesn’t need to be converted and what are the options for dealing with it?
How does data conversion affect reporting and other core functions?
What should firms look for in a new technology provider relative to data conversion?

Data conversion concerns needn’t be an obstacle to implementing new technology to help your firm operate more efficiently and compete more effectively. The good news is that an “everything but the kitchen sink” approach to data conversion is not required, or even advisable in most cases. Read our new white paper to learn what data should—and shouldn’t—be converted when migrating to a new portfolio accounting system.