Get organised with Migrate
Drowning in archive boxes and hard drives of old client records? We’ll save you! Our Migrate service digitises your old client records, sets up Xplan as your System of Record and maps a path for your business toward ASIC and licensee compliance - all without you having to lift a finger.

Why You Need Migrate

Ditch the archives
Hand over your archive boxes and old hard drives and let us make order from the chaos. We digitise your records, sort and organise them by client and match with your Xplan System of Record - or set it up for you if you don’t yet have it.

Boot the boxes and regain your office space. Your data will be safer and more secure when stored in Xplan and managed ongoing via our document management system, Connect.

Simplify data management
Digitising and organising your old records with Migrate integrates your data into one system for simple, centralised data management. Regardless of where your data is stored, or in what format, we’ll import it into Xplan without you having to do anything other than hand over the files.

Stop wasting time searching for data over multiple systems, files and formats. We’ll map a path toward ASIC and licensee compliance for your business and ensure secure, easy to retrieve digital file management.

Protect your client data
Transferring your data from paper files and random hard drives into one document management system means you get to control who accesses the data. Our Migrate service ensures your data is stored securely on servers encrypted to the highest standards.

Your clients can trust in the security of your data storage and transmission while you meet your compliance obligations.