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Deal 07 · Standardization
Dunmore Private Wealth
Closed May 18, 2026 · Led by Nina Patel
Stage 5 of 7
Standardization
AUM$650M
Advisors6
Households520
Days in stage17 / 30
Days of disruption68repaper → login
Advisor risk0No flagged books
01 · Technology
Stack & rationalization
One proposal, human approval, deterministic execution.
Annual run-rate identified$106,000
Run discovery again| System | Category | Annual cost | Contract end | Disposition | Confidence | Decision rationale | |
|---|---|---|---|---|---|---|---|
| Pershing | Custodian | $0 | — | migrate | 100% | Repaper to Schwab, negative consent. | |
| Redtail | CRM | $18,000 | Sep 30, 2026 | migrate | 100% | Consolidate to Meridian's salesforce standard. | |
| Tamarac | Portfolio accounting | $88,000 | Mar 31, 2027 | migrate | 100% | Consolidate to Meridian's orion standard. | |
| eMoney | Planning | $24,000 | 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.
9
J. Patel$244M book · checked in Aug 7, 2026
Weekly office hours scheduled through cutover.
6
L. Wren$270M book · checked in Aug 3, 2026
04 · Change
Milestones
Planned versus actual cutover sequence.
Repaper startCompleted Jun 9, 2026
Negative consentCompleted Jun 15, 2026
3
CRM cutoverPlanned Aug 20, 2026
4
Portfolio cutoverPlanned Aug 26, 2026
5
Advisor loginPlanned Sep 12, 2026
6
Training completePlanned Sep 18, 2026