Cloud migration for financial advisors
You have been meaning to get off that on-prem server for a while now. Maybe the hardware is aging, or your IT person left, or the last SEC exam made it clear that your current setup is a liability. Whatever the reason, CSSI has moved enough advisory firms to the cloud that we know how to do it without disrupting your reporting schedule.
- Migration planned around your reporting calendar
- Advent product expertise across APX, Axys, and Moxy
- SOC 2 certified environment ready on the other side
Who this is for
Firms that are still running financial applications on local servers and know it is time to move. The reasons vary, but the conversation usually starts with one of these.
Your hardware is due for replacement
Servers age out every 3 to 5 years. Instead of buying another round of hardware and paying someone to set it up, migrating to a managed cloud environment often costs less and eliminates the next refresh cycle entirely.
Your IT situation changed
The person who managed your server left, retired, or is now splitting their time across too many responsibilities. Cloud hosting moves that operational burden to a team that does it full-time.
What the migration includes
Migration is not just copying files to a new server. It is making sure everything works the same way in the new environment, with better security and none of the maintenance burden.
Application and data migration
We move your applications, databases, reports, and configurations. Custom reports come along. Integrations get reconnected. The goal is that your team logs in on Monday and everything works.
Security baseline from day one
The cloud environment comes with access controls, encryption, firewalls, and monitoring configured before your data arrives. Not after.
Testing before cutover
Your team validates access, runs reports, and confirms everything works in the new environment before we switch over. Nobody is going live blind.
Ongoing managed hosting after migration
Once you are in the cloud, CSSI handles monitoring, backups, disaster recovery, and product support. Migration is step one. Managed hosting is everything after.
How a migration typically works
We schedule migrations around your reporting calendar. Nobody wants to move infrastructure during quarter-end close. Here is the typical sequence.
- Discovery call. We learn what you are running, how many users you have, what your reporting schedule looks like, and what your compliance team needs.
- Environment build. We configure a cloud environment that matches your current setup with the security controls your firm requires.
- Data and application migration. We move everything over, typically during a weekend or low-activity period your team agrees to.
- Validation and go-live. Your team tests the new environment. Once confirmed, we cut over and decommission the old infrastructure.
- Post-migration monitoring. We monitor the environment closely for the first few weeks and resolve any issues quickly.
Ready to get off on-prem?
Tell us what you are running and when your next reporting deadline is. We will put together a migration plan that works around your schedule and gets you into a managed environment without the drama.
FAQ
How long does a migration take?
Most migrations complete in 2 to 4 weeks from start to go-live. Larger environments or firms with complex integrations can take longer, but we scope that upfront so there are no surprises.
Will there be downtime?
We schedule the actual cutover for a weekend or period your team agrees to. The goal is that users log in Monday morning to the new environment. Typical downtime is measured in hours, not days.
What about our custom reports?
Custom reports, templates, and configurations migrate with everything else. We validate them in the new environment before go-live.
Can we migrate just one application?
Yes. Some firms migrate APX or Axys first and keep other systems on-prem temporarily. We support phased migrations when that makes more sense for your team.
