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 zero-downtime migration.
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, US 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 comprehensive audit trails. Our reusable middleware architecture connects multiple data sources to multiple destinations without vendor lock-in.
Deliverables
Ready to build?
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