How long is the Free Trial

The free trial lasts one month from signup, but we can extend it upon request.

Do I own my data?

Yes, you do. We understand that you have your client data and your data on DataView Wealth. This is your data, not ours.

Is my data safe?

Yes. We believe in Security first. All data is housed in Microsoft Azure and is encrypted at rest and during transport. You can read more about it on the Microsoft website about database encryption and storage encryption. Next, the data is in the Western Europe Azure datacenter, which is governed by GDPR, probably the strictest of all privacy laws. Next, there are Azure firewalls protecting access. Next, there is the ubiquitous OpenID Connect protocol that is used by Google and Facebook. Next, there is strict RBAC protection at the DataView Wealth level, and then, on top of that, our compliance engine will not let users change key fields without at least 4 eyes, and all changes have a compliance audit trail. Next, we have a data lineage fabric that automatically records all changes to data and documents. Finally, we have an offboarding policy builder which will de-identify your client data so you can adhere to the relevant legislation.

What is the lock-in period?

There is no lock-in period. Licenses are purchased on a monthly basis in advance. When you cancel, the next month and thereafter simply won’t be charged.

Can I migrate my existing CRM data into DataView Wealth?

Yes — and you have options.

Many of our clients start with our free upload templates, which let you bring in your existing data at your own pace. It’s simple, safe, and completely under your control.

If you’d rather not do it yourself, our team can handle the entire migration for you — quickly and cost-effectively. Or we can meet in the middle: you do some of the groundwork, and we take care of the technical parts. Most firms are pleasantly surprised at how affordable the migration actually is.

Will I lose data when I migrate to your system?

No — nothing is lost. Every note, document, and data field is safely brought across. We map all your existing data attributes into the right places in DataView Wealth, and if you have custom fields we don’t yet support, we have a pseudo-field builder to preserve your data exactly as is. Those fields remain fully queryable and can be upgraded to native fields later with no data loss.

What about my clients’ financial data?

We automatically connect with a lot of Service Providers (see some examples here). We also have an upload template, should you wish to do this yourself. Both ways will consolidate and validate the financial data and provide both out-of-the-box as well as customizable widgets, reports, statement templates, and client packs.