Conversion Process Guide - AdviserLogic: Known Conversion Issues
AdviserLogic Known Conversion Issues Overview
The AdviserLogic conversion tool have been developed to a basic level and is classified as a Non-standard conversion tool. The tool is not used with sufficient frequency for a standardised process to be built and conversions from this product could require custom development work in order to support the data provided.
The AdviserLogic conversion tool is based on the relational MSSQL database backups provided by AdviserLogic and it is the only data format supported by the current tool.
The following table identifies common issues when converting Adviserlogic data. This list is not exhaustive
|
Functional Area |
Description |
|
XPLAN Entities |
Partner, Company, Superfund and Trusts entity records can exist in AdviserLogic without an adviser. The adviser from the primary entity will be used to determine the adviser in XPLAN for Partner, Company, Superfund and Trusts entities. |
|
Joint Entities |
AdviserLogic allows for joint entities to have assets, liabilities, and cashflow items. XPLAN does not support joint entities. Assets, liabilities and cash flow items belonging to joint entities are converted and linked to both client and partner with a 50% split in ownership. |
|
Cashflow Comments/ Notes |
Notes for cashflow items are not converted as AdviserLogic allows for separate notes in each cashflow item. XPLAN only has functionality for one general cashflow note for each client. |
|
Recommended Insurance |
Policies in the recommended insurance section are not converted. |
|
Portfolio Data |
Portfolio data has never been converted for Adviserlogic conversions. |
More Information
For more information, please contact your Transition Consultant.
IRESS Wealth Management | XPLAN Transitions | Known Conversion Issues- Adviserlogic
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