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Looking for easy Salesforce CFR Migration?

Our team will help you migrate before the August 21st deadline

Book a MeetingRequest a call

Salesforce CFR Migration

The introduction of Salesforce has resulted in the need for Practices to take a number of steps, to ensure client data is accurate, up to date and correctly migrated.

As of 14th August, ‘Client Financial Records’ will be migrating from iBusiness to Salesforce. To prepare for this, SJP has requested that Practices ensure ALL clients have been migrated, along with the submission of miscellaneous illustrations and advice sets.

We have developed a number of solutions to help the Partnership to migrate their CFR’s before the 14th August deadline, along with some additional support to ensure your data is up to date.

Pricing

Set-up & Data Evaluation
Cost: £25
Includes

  • Access requests submitted for iBusiness & Salesforce
  • Reports ran in iBusiness
  • Highlight duplicate records & CFR’s to be migrated
+
Tier 1
Cost: £3 per client/couple
Includes

  • Merge any duplicate records
  • Create illustration & advice set for any CFR’s that need to be migrated
  • Save any CFR’s in case of any errors
or
Tier 2
Cost: £5 per client/couple
Includes

  • Cleanse data with information provided by partner
  • Merge any duplicate records
  • Create illustration & advice set for any CFR’sthat need to be migrated
  • Save any CFR’s in case of any errors
or
Tier 3
Cost: £7 per client/couple
Includes

  • Call client to ensure records are all up to date, confirm ISA allowance/check if they would like a review
  • Merge any duplicate records
  • Create illustration & advice set for any CFR’s that need to be migrated
  • Save any CFR’s in case of any errors

Would you like to talk to a member of our team?

Call Us 0151 559 1332Book a meetingRequest a call

Our Most Frequently Asked Questions

How do you get access to my Salesforce?

What information will move over in the migration?

Can you also cleanse my data?

When calling clients, do you call on behalf of my practice or Plus group?

Will any duplicate records be dealt with?

What happens in case of an error?

Is there a deadline?

What happens if I do not migrate Client Financial Records before the cut-off date?

What other tasks can your Administrators help me with?

Meet Your Team

Our migration team

Megan Bradshaw

Client Servicing Administrator

Megan joined Plus at the start of March 2021 as our Client Servicing Administrator, she aims to take on day-to-day client servicing obligations such as worki ... View More...

Samantha Flaherty

Administration Team Leader

Sam has been with Plus for 5 years, starting as an apprentice straight from Sixth Form. Sam has recently been promoted to Admin Team Leader, and her job role ... View More...

Meet Your Team
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Plus Partner Services Limited, trading as Plus Group. VAT Number 191887360.