Switch to Emeraude
A managed migration, with you at every step.
Moving practice systems is a significant decision, so the transition is structured, supported and completed at a pace that works for your team. Data collection, verification, training and switchover are managed with you, and you do not move across until your practice is ready.
Easy to migrate
Switching is designed to minimise both cost and disruption. Data collection and platform set-up are included, and we cover external data migration costs of up to $2,000.
Personalised training is provided for your team, supported by built-in training videos, guides and ongoing learning resources to help users become confident with the platform before going live.
Following switchover, your practice receives one month of paraplanning and customer service support to help the team settle in and get the most from the system. Ongoing customer support is then available for 14 hours a day, five days a week, from real people.
For additional peace of mind, a six-month switch-back guarantee is included. If the platform is not right for your practice, we will support the move back to your previous system at no cost.
- Data Collection Two data types: firm data via an easy input-once template; client data, where X-Plan fields are already mapped for fast setup.
- Data Verification After upload, Emeraude staff work with you to confirm all required data is in place, so you can work with your clients from day one.
- Training Once data is verified, all users will receive Emeraude training. In addition, there are in-app videos, materials and ongoing support.
- Switchover & Support We’re with you on switchover day and every day the following week to resolve any teething issues.
- On-Going Support Real people provide level 1 customer support 14 hours a day, five days a week.
- Switch-Back Guarantee Want to return to your former system after 6 months? We support the switch back, free of charge.
Collection & Verification
The first step is gathering information digitally to configure the platform and prepare your practice for migration.
We collect the key information about your practice, including business settings, team structure and operating details, so the system is configured correctly and ready to support your team from day one.
You client data is obtained from your existing platform provider, uploaded and verified to ensure it has transferred correctly. Where data retrieval costs apply, we contribute up to $2,000 and also cover an agreed period of overlap between your existing system and Emeraude, giving your team time to verify information, complete training and become comfortable with the new platform before the previous system is switched off.
Go-Live & Ongoing Support
Training: A structured training program helps your team become confident before going live. Personalised training with real people is supported by built-in videos, help guides and FAQs, giving users practical support as they learn the platform.
Switch-over: Once your data has been verified and your team is trained, we guide you through the move to the new system. In-person or virtual support is available throughout the first day and across the first week, answering questions, resolving issues and helping your team establish the right workflows from the outset.
Ongoing Support: Support continues well beyond the first week. Real-person customer support is available 14 hours a day, five days a week, whenever your team needs assistance.
For the first month, your practice also receives access to experienced paraplanning and customer service professionals who understand both financial advice and the platform. They can work alongside your team as you begin using the system with clients, helping reduce disruption and accelerate adoption.
Six-Month Switch-Back Guarantee
We are confident your practice will benefit from the capabilities, support and connected way of working the platform provides. However, we also recognise that changing systems is a significant decision and that no platform will suit every practice.
That is why new clients receive a six-month switch-back guarantee. If you decide within that period that the platform is not right for your practice, we will assist with transferring your data back to your previous system and support the transition at no additional cost.
Paraplanning & Customer Service Support
To help practices adopt the platform quickly, new clients receive one month of paraplanning and customer service support at no additional cost.
These team members already work within Emeraude and understand both the system and the day-to-day requirements of a financial advice practice. They can help users navigate the platform, answer practical questions and assist with tasks such as report preparation, client administration and implementation activities.
Ongoing support can also be retained beyond the first month for an additional monthly fee, giving practices access to experienced resources without needing to immediately expand their internal team.