Conversion Milestone: 50% of Clients Upgraded


We are pleased to report that more than half of our existing client base has been converted in less than a year, including some of our largest custodian clients. This complex upgrade has been done over weekends behind the scenes, at no additional cost.

This detailed work was the result of meticulous planning and nearly flawless execution by our team, with tremendous cooperation and support from our clients. Conversions were batched over the course of weekends to assure that clients had near-continuous access to the platform.

With increased experience, the pace of these conversions is quickening and we expect to have the entire client-base upgraded by the end of 2018.

james kocis