Conversion Process Guide - PlatformPlus: Known Conversion Issues
PlatformPlus Known Conversion Issues
The PlatformPlus conversion tools have been standardised to support conversions without additional development required and are classified as a Standard conversion tool.
Platformplus conversions have been performed with general success. This is reliant on data being received in the standard format.
PlatformPlus data is usually received as an Access database with an accompanying file with document attachments.
If your data is received in another format the conversion may be more complex, requiring extra work by the conversion analyst and testing for the practice. There is also more chance in this scenario that relevant information may be missing. Please keep this in mind when considering the conversion timeframe.
The following table identifies common issues when converting Platformplus data. This list is not exhaustive.
|
Functional Area |
Description |
|
Portfolio Data |
Platformplus only supplies manual portfolio data. |
|
Past holdings and cash flows |
Platformplus allows the record of past holdings and cash flows. XPLAN only holds current information for clients in these areas. Therefore, as a result of the conversion, records held historically in Platformplus will appear as current in XPLAN and will be required to be cleaned up manually post-conversion. |
|
Tasks |
Tasks and workflows have a distinct format from XPLAN. Given this, the conversion tool works to fit information into the XPLAN format in the best way possible. |
More Information
For more information, please contact your Transition Consultant.
IRESS Wealth Management | XPLAN Transitions | PreConversion Checklist - PlatformPlus
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