Migrating 700 client accounts is a data problem before it is a paperwork problem.

Migrating 700 client accounts is a data problem before it is a paperwork problem.

A newly formed RIA we work with is onboarding close to 700 accounts across two custodians after merging two advisory practices. The investment management agreements exist. The client data exists in Orion. The signed PDFs exist in OneDrive. None of those three sources have been validated against each other, and none of the data is in a format ready for the new agreements.

That is the actual project. Not filling out forms. Confirming that what the CRM says matches what the signed agreement says, extracting the data from the old agreement format, mapping it to the new one, and recreating 700 documents without introducing errors in the process.

Most firms in a merger treat this as a staffing problem. Assign enough people, work through the stack, get it done. The issue is that manual re-entry at that volume does not reduce errors. It distributes them across 700 files in ways that surface slowly, in audits and client disputes, not immediately.

The right frame is a data validation problem with a document output. Solve the validation first. The document generation follows from that.

Which part of your merger or transition workflows still depends on someone manually cross-referencing two systems to confirm the same fact?