A growing RIA with 3,500 households operates across two financial planning systems. MoneyGuide Pro holds 75% of their plans; eMoney has the rest. That split isn’t just an operations inconvenience. It means the firm can’t give clients a consistent planning experience, because which system holds a household’s plan determines what the advisor can see and act on. A client relationship ends up shaped by which software their file happened to land in, not by the firm’s actual capabilities.
The firm wants to consolidate on eMoney, but rebuilding over 2,600 plans by hand isn’t realistic, so the split persists even though everyone agrees it’s the wrong long-term setup. Before, a change like this meant a multi year manual rebuild or living with the fragmentation indefinitely. There wasn’t a third option.
LEA creates one: it extracts plan data from MoneyGuide exports and stages it in eMoney compatible format, turning the migration into a data transformation instead of a rebuild. Once the firm is unified on one system, every advisor sees the same complete picture for every household, regardless of which legacy system a client’s data started in.
What used to mean choosing between an 18 month manual project and permanent fragmentation is now something AI makes programmatically possible.