Data migration with us is really easy. From the Admin Portal of the platform simply go to ‘Bulk data import’. Here you can download a CSV sheet to fill with your old 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 personalised hand-holding service, we can accommodate that too for an additional cost. Most firms can simply utilise our bulk import feature and will not need to incur any additional costs for migrating.

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.

Monthly Term Contract (flexible commitment, no discount) — We charge your card or debit your account every month based on your plan. You can increase your license of authorised users and add-ons at any time and charges will adjust with the next monthly bill. Your account will automatically renew every month from the contract start date unless you stop your subscription.

Annual Term Contract (best value, one year commitment) — Here also we charge your card or debit your account every month based on your plan but at a 20% discount. You can increase your license of authorised users and add-ons at any time and charges will adjust with the next monthly bill. Your account will automatically renew a year from the contract start date unless you cancel your subscription.

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. Our annual contract plans also follow the same monthly billing basis, the only difference being the term of the contract and that you will benefit from a 20% discount.

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, which is dependent on the type of contract term you are on, i.e., monthly or annual.

If your subscription is on a monthly plan, simply cancel five days before your 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 (monthly/yearly) of the contract. If you are on an annual subscription plan, you should cancel 30 days before your 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.