Data migration with us is really easy and free! Initiate migration from the Admin Portal of the platform using the ‘Bulk data import’ wizard. Here you can download a sample CSV sheet to paste/complete with your information and then upload. Our validation tools will let you know if there are any errors before you upload.

We will walk you through the process step-by-step and offer you options to import. If you are a large firm and need a more dedicated resource working as part of your team, we can accommodate that too for an additional cost. Most firms can simply utilise our bulk import feature and will not incur any additional costs.

AdviceObjects is an all-in-one solution and the answer to many industry problems, mainly rekeying data in multiple software. We already have some industry integrations and add-ons which require no rekeying of data. However, if you have a particular provider that you would like us to work with, please do not hesitate to reach out to us.

No. You’ll be able to try for free without needing to provide any credit card or bank details. You can purchase a paid subscription plan whenever you are ready. You will have access to all features from trial plan you sign up for, except for some of the add-ons which will incur additional charges.

The date you sign up and pay for a subscription plan will be the start date of your contract. For example: If your start date is on the 10th day of a month, we will invoice you on a pro-rata basis till the end of that month on the first invoice and collect payment immediately. 

The billing date is typically the the first of each month. On the first of each month, we will invoice and take payment for the subscription for that month in advance, and any previous month’s usage costs relating to additional users and add-ons in arrears. 

You can upgrade your subscription plan at any time and charges will adjust with the next monthly bill. You can downgrade your subscription plan, but it will only take effect from the next renewal date.

You will only need to pay for any outstanding subscription, newly added authorised users, and used add-ons those are not yet invoiced. Please note that the contract renewal date is different from the billing date. The billing date is the first of each month, and the renewal date is dependent on the start date and term of the contract. You should cancel 30 days before your annual renewal date.

You can get in touch with us by clicking the Support button when you login or write to us directly on our support email address, support@adviceobjects.com.