WHAT WE DO/Data, Integrations & Migrations

Data, Integrations & Migrations

We build data pipelines that connect your CRM to fund administrators, portfolio systems, and back-office tools — with validation checkpoints, incremental sync, and migrations built with validation and rollback.

The Problem

Financial services data is high-stakes. Fund performance, investor records, and compliance histories can't afford sloppy migrations or brittle integrations:

Legacy CRM data with duplicate records and orphaned associations
Fund administrator feeds (Ultimus, U.S. Bank) requiring real-time sync
Portfolio systems and custodian platforms disconnected from CRM
Historical activity and communication logs that can't be lost in migration

Our Approach

We treat every migration as a data engineering project and every integration as production infrastructure. We build typed API clients, ETL pipelines with validation checkpoints, incremental sync with modification tracking, and full audit trails. Every write to a client system follows our data-safeguards standard: off by default, one pause switch, a ledger written before each call, caps that refuse, read-back, and a drilled rollback. 30+ financial services integrations, built at the API level.

Deliverables

Data Audit, Quality Report & Field Mapping

Typed API Clients & ETL Pipeline Infrastructure

Fund Data Sync (Performance, Holdings, Distributions, Pricing)

Post-Migration Verification & Ongoing Data Monitoring

Ready to Build?

This is the first step in our engagement model. Let's discuss your current state.

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AI & Claude Work

We run on Claude and build the same for you.

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goodwood intelligence

Advisor and fund data with the judgment to act on it. Coming soon.