Getting Started with Transitions

NowInfinity offer transitions services for customers that will be activating the Corporate Messenger service. We currently offer historical data imports from two different sources. 

 

Step with the NowInfinity Transitions Team

  1. Get started with onboarding
    The following article covers the most important items to get you started with NowInfinity.
    Welcome to NowInfinity

  2. Confirm your eligibility for a historical data import
    The following articles provide information regarding the options for transitions into NowInfinity.
    Importing Historical Data from MYOB
    Importing Historical Data from BGL CAS Desktop

  3. Review your discrepancy report
    The following article provides guidance on how to resolve difference from the discrepancies report. 
    This report will be provided to you by the Transitions Team after the historical data import is complete.
    How to resolve discrepancies on the Discrepancy Report

 

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?

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. Refer to 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 the Trust Register. 

Can the Transitions Team load my funds to SuperComply?

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. Refer to 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. 

 

What is the expected turnaround time of the transition of all supported migration sources to the NowInfinity platform (Corporate Messenger/Trust Register/SuperComply)?

Provided there is no missing information from the outgoing software data files, your entities will be transitioned to the NowInfinity platform within 5 business days of receiving the data files. If your import includes Trust Register, this may take an additional 10 business days.

 

 

 

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