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Deal 08 · Data integration
Ashworth Capital Advisors
Closed Apr 20, 2026 · Led by Theo Grant
Stage 6 of 7
Data integration
AUM$410M
Advisors4
Households380
Days in stage39 / 45
Days of disruption68repaper → login
Advisor risk0No flagged books
01 · Technology
Stack & rationalization
One proposal, human approval, deterministic execution.
Annual run-rate identified$90,000
Run discovery again| System | Category | Annual cost | Contract end | Disposition | Confidence | Decision rationale | |
|---|---|---|---|---|---|---|---|
| Schwab Advisor Services | Custodian | $0 | — | keep | 100% | Meridian preferred custodian. | |
| Redtail | CRM | $14,000 | Dec 31, 2026 | migrate | 100% | Consolidate to Meridian's salesforce standard. | |
| Black Diamond | Portfolio accounting | $62,000 | Apr 30, 2027 | migrate | 100% | Consolidate to Meridian's orion standard. | |
| MoneyGuidePro | Planning | $14,000 | Oct 31, 2026 | migrate | 100% | Consolidate to Meridian's emoney standard. |
02 · Data
Data integration
Conversion status by domain. Performance history and cost basis carry the real risk.
74 open exceptions
03 · People
Advisor experience
Retention risk, with a name and a book attached.
6
L. Wren$154M book · checked in Aug 7, 2026
Weekly office hours scheduled through cutover.
7
S. Ortega$170M book · checked in Aug 3, 2026
04 · Change
Milestones
Planned versus actual cutover sequence.
Repaper startCompleted Jun 9, 2026
Negative consentCompleted Jun 15, 2026
CRM cutoverCompleted Jul 21, 2026
4
Portfolio cutoverPlanned Sep 26, 2026
5
Advisor loginPlanned Sep 12, 2026
6
Training completePlanned Sep 18, 2026