Switch software without losing your client portfolio
We bring in your clients, your rounds, and your results to Financore Platform. You keep working while we do it.
What gets migrated
Each client with their data and current status, so no one starts from zero.
Every round sent and every response received.
The complete timeline of each client.
The items removed and the points gained to date.
Where you can come from
From the software you use today or from an Excel sheet. We tell you which files to download and we load everything.
In 3 steps
Tell us where you are coming from and how many clients you manage.
We guide you by message to download what is needed from your current software. You export and we do the rest.
Before starting, we confirm the plan and the timeline with you, based on the size of your portfolio.
Cost and conditions
- Migration has no cost.
- No lock-in contract: if you decide to leave, you receive the export of your clients and their history.
Frequently asked questions
Do I lose the dispute history?
No. Your clients, their history, their scores, and their results are migrated. Clients who are midway through the process stay where they were.
Will my clients find out about the change?
Not necessarily. Everything happens behind your brand and your client keeps seeing their progress.
How long am I out of operation?
Migration is planned so that you don't stop operating. We confirm the exact timeline with you based on your portfolio.
What if I want to leave later?
There is no lock-in contract. We hand you the export of your clients and their history.