Getting Started with Transitions

NowInfinity offer transitions services for any subscription clients that will be activating the Corporate Messenger service. We currently offer historical data imports for three different sources. This article introduces our best practice and guides you through the recommended steps for your transition.

 

Steps with the NowInfinity Transitions Team

Steps

Articles & Sections

Description

Get Started

Welcome to NowInfinity (article)

This article runs through a series of best practice answers to most commonly asked questions relating to planning your transition.

Confirm you are eligible for a historical data import

Transferring your Historical Data (Section)

We currently offer transitions services for clients coming from;

Review Discrepancy Report

How to resolve discrepancies on the Discrepancy Report (article)

Provides guidance on how to resolve discrepancies from the discrepancies report, which is generated post historical data transfer.

 

FAQs

Can I email you my data?

We strongly recommend for you not to send client information via email. We recommend you talk to your Implementation Consultant to receive a log-in to our secure data transferring platform.

Can the Transitions team load my trusts to Trust Register?

Please note Trust Register is only available for full subscription clients.
The Transitions team will load your trusts to Trust Register if the trusts are in the files provided from your outgoing software. Please see Transferring your Historical Data (Section) and How to import Trust on Trust Register for further information.
We do not offer a service of manually loading your trusts to Trust Register. 

Can the Transitions team load my funds to SuperComply?

Please note SuperComply is only available for full subscription clients.
The Transitions team will not load funds to your SuperComply unless your outgoing software allows for this. Please see Transferring your Historical Data (Section) and Importing Funds into SuperComply for further information.
We do not offer a service of manually loading your funds to SuperComply. 

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