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Deal 05 · Migration
Bluffview Wealth
Closed Jun 15, 2026 · Led by Theo Grant
Stage 4 of 7
Migration
AUM$1.2B
Advisors11
Households900
Days in stage28 / 45
Days of disruption68repaper → login
Advisor risk1$260.0M exposed
01 · Technology
Stack & rationalization
One proposal, human approval, deterministic execution.
Annual run-rate identified$150,000
Run discovery again| System | Category | Annual cost | Contract end | Disposition | Confidence | Decision rationale | |
|---|---|---|---|---|---|---|---|
| Fidelity Institutional | Custodian | $0 | — | keep | 100% | Tolerated secondary custody relationship. | |
| Pershing | Custodian | $0 | — | migrate | 100% | Repaper to Schwab, negative consent. | |
| Salesforce FSC | CRM | $90,000 | Mar 31, 2028 | keep | 100% | Matches the Meridian standard stack. | |
| Addepar | Portfolio accounting | $150,000 | May 31, 2027 | migrate | 100% | Consolidate to Meridian's orion standard. | |
| eMoney | Planning | $32,000 | Jan 31, 2027 | keep | 100% | Matches the Meridian standard stack. |
02 · Data
Data integration
Conversion status by domain. Performance history and cost basis carry the real risk.
03 · People
Advisor experience
Retention risk, with a name and a book attached.
3
R. Calloway At risk$260M book · checked in Aug 7, 2026
Unhappy about Addepar sunset; clients love the reports.
8
A. Mercer$249M book · checked in Aug 3, 2026
9
J. Patel$273M book · checked in Aug 3, 2026
6
L. Wren$297M book · checked in Aug 7, 2026
04 · Change
Milestones
Planned versus actual cutover sequence.
Repaper startCompleted Jun 9, 2026
2
Negative consentPlanned Jul 14, 2026
At risk3
CRM cutoverPlanned Jul 20, 2026
4
Portfolio cutoverPlanned Aug 26, 2026
5
Advisor loginPlanned Aug 12, 2026
6
Training completePlanned Aug 18, 2026