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Deal 04 · Rationalization
Elkhart Advisory Group
Closed Jul 12, 2026 · Led by Nina Patel
Stage 3 of 7
Rationalization
AUM$290M
Advisors3
Households340
Days in stage14 / 104 days over plan
Days of disruption—repaper → login
Advisor risk0No flagged books
01 · Technology
Stack & rationalization
One proposal, human approval, deterministic execution.
Annual run-rate identified—
Run discovery again| System | Category | Annual cost | Contract end | Disposition | Confidence | Decision rationale | |
|---|---|---|---|---|---|---|---|
| Fidelity Institutional | Custodian | $0 | — | undecided | 86% | Awaiting integration lead approval. | |
| Junxure | CRM | $18,000 | Oct 31, 2026 | undecided | 86% | Awaiting integration lead approval. | |
| Morningstar Office | Portfolio accounting | $42,000 | Feb 28, 2027 | undecided | 86% | Awaiting integration lead approval. | |
| MoneyGuidePro | Planning | $12,000 | Dec 31, 2026 | undecided | 86% | Awaiting integration lead approval. |
02 · Data
Data integration
Conversion status by domain. Performance history and cost basis carry the real risk.
Data conversion begins in the Migration stage.
03 · People
Advisor experience
Retention risk, with a name and a book attached.
6
D. Knox$109M book · checked in Aug 7, 2026
Weekly office hours scheduled through cutover.
7
E. Wallace$120M book · checked in Aug 3, 2026
04 · Change
Milestones
Planned versus actual cutover sequence.
Milestones are sequenced once rationalization is approved.