CONVERSION SERVICES

 

BOSS has staff that are dedicated to converting your data whether the project is large or small. We have significant experience converting data into PortfolioCenter but will expand our scope if the demand is present. We currently offer full transactional conversions out of dbCAMS+, principiaCAMS, Portfolio 2001, Captools and E-Z Data. We also work on conversion projects that use nothing more than exports out of contact management systems, proprietary systems; like those used at financial institutions and broker dealers; and spreadsheets. BOSS also has a perfomance based data conversion that we use to import data into Portfoliocenter. 
If you have a system that was not mentioned above or are not sure we will be glad to discuss it with you to see if there is any way BOSS can help you make the move the the system you want.