Learning · Onboarding & Migration

Your history comes with you.

Migration is a mapped, verified import — clients, trading accounts, notes, documents, and IB structures — not a fresh start. Most migrations complete within the first two weeks.

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2 wkstypical migration window

1,842records in a typical first import (mock)

72%auto-mapped before human review (mock)

How migration works

Mapped, previewed, verified.

You see exactly what lands where before anything is final.

Source extraction

Exports from your current CRM, spreadsheets, and trading platform — we've seen most formats before.

CRM, sheets, MT5/cTrader

IB trees included

Mapping preview

A live preview shows every record mapped to its CRMX shape, with conflicts and duplicates flagged for decisions.

Duplicate detection

Field-level mapping review

Verified cutover

Counts, spot checks, and sign-off before the switch — and the old export is archived for audit.

Reconciliation report

Archived source snapshot

FAQ

Migration questions.

The practical details.

Which CRMs have you migrated from?

Most mainstream and FX-specific CRMs, plus plenty of spreadsheet-based operations. The import preview makes the source format a solved problem.

Do documents and KYC files migrate too?

Yes — documents migrate with their client linkage and review status, so compliance doesn't restart from zero.

Is there downtime?

No. Migration runs alongside your current tools; the cutover itself is a per-desk switch.

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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