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Financial Services · M&A IT Support
IT Support for Financial Services Mergers, Acquisitions & Practice Transitions
Achieve seamless IT transitions that consolidate systems, eliminate redundancy, and accelerate integration. From due diligence through to optimisation — we handle every technical detail so your advisers keep working and your clients stay protected.
- System fragmentation across multiple practices
- Data migration risk and compatibility issues
- Licence and compliance gaps in transition
- Staff disruption and productivity loss
Free Readiness Assessment
Know Your IT Position Before You Sign
- Current IT environment audit
- Integration complexity assessment
- Platform compatibility review (Xplan, IRESS)
- Data migration risk analysis
- Compliance continuity check
- Timeline and resource estimate
4–8 Wks
Typical Single Practice Acquisition
12–24 Wks
Multi-Practice Consolidation
Zero
Data Loss — Verified & Guaranteed
Free
M&A IT Readiness Assessment
M&A IT Services
Comprehensive IT Support for Financial Services Transactions
From pre-transaction due diligence to post-integration optimisation — we cover every technical dimension of your merger, acquisition, or practice transition.
01
IT Due Diligence & Assessment
Comprehensive evaluation of the target firm's systems, infrastructure, security posture, and compliance status — identifying integration challenges before transaction close.
02
System Migration & Consolidation
Managed migration of client data, adviser records, and operational systems with zero data loss and minimal downtime throughout the integration period.
03
Platform Standardisation
Consolidate Xplan, IRESS, Class Super, and other platforms onto unified systems — reducing complexity, training requirements, licensing costs, and operational overhead.
04
Data Migration & Validation
Secure transfer of historical client data, adviser information, and transaction records — with bit-level verification, post-migration reconciliation, and sandbox testing before any live cutover.
05
Compliance Continuity
Maintain regulatory compliance throughout the transition — documenting controls, managing adviser credentials, preserving audit trail continuity, and meeting ASIC and APRA obligations at every step.
06
Staff Onboarding & Training
Comprehensive training for acquired staff on consolidated systems, platforms, and processes — with power users identified early to accelerate adoption and minimise disruption to client service.
Transaction Phases
Our Proven M&A IT Process
A structured four-phase approach that ensures successful technology integration at every stage — from initial evaluation through to optimised operations.
1
Due Diligence
Detailed assessment of target IT infrastructure, systems, security posture, and integration dependencies to inform valuation and transaction strategy.
- IT environment audit report
- Security posture assessment
- Platform compatibility analysis
- Integration risk register
2
Planning
Development of a comprehensive integration roadmap — migration timelines, resource requirements, risk mitigation strategies, and staff transition planning.
- Detailed integration roadmap
- Data migration plan
- Change management strategy
- Compliance continuity plan
3
Migration
Controlled execution of system consolidation, data migration, and platform standardisation — carefully phased to minimise business disruption and protect client data.
- Sandbox test migration
- Live data transfer & validation
- Parallel running period
- Cutover and verification
4
Optimisation
Post-integration review, performance tuning, cost optimisation, and establishment of ongoing service levels for the consolidated IT environment.
- Post-migration reconciliation
- Performance review
- Cost optimisation
- Ongoing support SLA
Transaction Types
IT Support Across All Financial Services Scenarios
Whether you're acquiring a single practice or integrating multiple adviser groups, we tailor our approach to the complexity and regulatory requirements of your transaction.
Practice Acquisitions
Single practice acquisitions requiring rapid platform migration, adviser credential transfer, and client data integration into the acquirer's systems — typically completed within 4–8 weeks.
- Rapid Xplan/IRESS migration
- Adviser credential transfer
- Client data integration
- Email domain consolidation
- Compliance record preservation
Multi-Practice Consolidations
Complex integrations involving parallel systems, shared infrastructure, and coordination across multiple adviser teams and locations — managed with detailed phasing to avoid disruption.
- Parallel system management
- Multi-site infrastructure alignment
- Phased data consolidation
- Centralised identity management
- Standardised security controls
Licensee Transitions
Licensee group restructures, brand transitions, and operational independence initiatives — with system reconfiguration, compliance verification, and documentation for ASIC and APRA.
- AFSL system reconfiguration
- Brand transition support
- Compliance record migration
- ASIC/APRA documentation
- Independence IT setup
Common Questions
Frequently Asked Questions
How long does a typical IT integration project take?
Timeline varies based on complexity, platform similarity, and data volume. Single practice acquisitions typically take 4–8 weeks; multi-practice consolidations 12–24 weeks. We establish detailed timelines during the planning phase, accounting for compliance reviews, adviser credential transfers, and change management. Most projects run in parallel with the transaction close, with full consolidation 30–90 days post-completion.
How do you ensure zero data loss during migration?
We employ multiple verification layers: source data validation, migration testing in sandbox environments, bit-level verification of transferred files, and post-migration reconciliation against source systems. Before cutover, we perform full test migrations and parallel running periods. All migrated data is checksummed and verified; transaction records are reconciled to source audit trails before the original systems are decommissioned.
Can you consolidate multiple Xplan and IRESS environments?
Yes — we specialise in Xplan and IRESS consolidation. This includes harmonising adviser codes, client IDs, and portfolios across environments; consolidating multiple adviser credentials into unified logins; and merging account holders and investment records. We work with platform vendors and Altius where required to ensure licensing compliance and proper data reconciliation across all consolidated systems.
How do you maintain compliance during the transition period?
Compliance is embedded in every phase. We document all system changes, maintain adviser credential audit trails, ensure records continuity for regulatory review, and coordinate with your compliance teams to keep all obligations intact. All adviser credentials are verified before cutover; client information governance is maintained throughout; and audit trails are preserved. Post-transition, we validate compliance against ASIC requirements and APRA standards where applicable.
What if staff in the acquired practice resist the technology change?
We manage change proactively. Pre-transition briefings explain the reason for each change; hands-on training builds confidence before go-live; and we establish support hotlines specifically for the transition period. We identify power users in the acquired team early and leverage them as internal advocates. Parallel running periods allow staff to use both systems until they're fully confident in the consolidated platform — reducing anxiety and accelerating adoption.
How do you handle acquired practices with outdated or legacy systems?
Legacy system integration is assessed during due diligence. We evaluate whether data can be directly migrated or requires transformation. For aged systems (10+ years), we often build custom data extraction and mapping tools. We manage interim periods where both systems run in parallel. In some cases, selective data entry for critical client records is more reliable than a full technical migration from an obsolete platform — and we'll tell you clearly which approach is right for your situation.
Planning an M&A Transaction?
Get IT Due Diligence & Integration Support
Successful acquisitions require flawless IT planning. Our team brings deep financial services expertise and transaction experience to ensure your integration succeeds — on schedule, on budget, and fully compliant.