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Deal 06 · Migration
Ives & Company
Closed Jun 8, 2026 · Led by Maya Chen
Stage 4 of 7
Migration
AUM$770M
Advisors7
Households610
Days in stage34 / 45
Days of disruption68repaper → login
Advisor risk0No flagged books
01 · Technology
Stack & rationalization
One proposal, human approval, deterministic execution.
Annual run-rate identified$95,000
Run discovery again| System | Category | Annual cost | Contract end | Disposition | Confidence | Decision rationale | |
|---|---|---|---|---|---|---|---|
| Fidelity Institutional | Custodian | $0 | — | keep | 100% | Tolerated secondary custody relationship. | |
| Salesforce FSC | CRM | $58,000 | Dec 31, 2027 | keep | 100% | Matches the Meridian standard stack. | |
| Tamarac | Portfolio accounting | $95,000 | Feb 28, 2027 | migrate | 100% | Consolidate to Meridian's orion standard. | |
| eMoney | Planning | $26,000 | Nov 30, 2026 | 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.
8
A. Mercer$193M book · checked in Aug 7, 2026
Weekly office hours scheduled through cutover.
9
J. Patel$213M book · checked in Aug 3, 2026
6
L. Wren$234M book · checked in Aug 3, 2026
04 · Change
Milestones
Planned versus actual cutover sequence.
Repaper startCompleted Jun 9, 2026
2
Negative consentPlanned Jul 14, 2026
3
CRM cutoverPlanned Aug 20, 2026
4
Portfolio cutoverPlanned Aug 26, 2026
5
Advisor loginPlanned Aug 12, 2026
6
Training completePlanned Sep 18, 2026