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Database Conversions – BOSS has dedicated staff to handle the conversion of data from one portfolio management system to another or from one contact management system to another. We do, however, restrict our activities to those systems where we have significant expertise. BOSS does do full transaction conversions from dbCAMS, techfi or Advisormart to PortfolioCenter. BOSS also has proprietary software for converting performance data into PortfoloCenter regardless of the source of the data.

Please call (760) 622-9888 for more information.
 

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