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Risolto

Consulting - Deliver

Move your portfolio without losing operational or financial integrity.

Migration is a controlled workstream, not an afterthought. Every migration is validated operationally and reconciled financially before go-live.

Plan a MigrationTechnical data & migration

What we migrate

  • Clients and KYC

  • Active financing contracts

  • Principal and profit balances

  • Repayment schedules

  • Payment history

  • Savings accounts

  • Collateral and guarantors

  • GL balances

  • Branches, users and documents

Migration method

A repeatable sequence with financial reconciliation before cutover.

  1. 1
    Source systemsLegacy data
  2. 2
    Profile & cleanQuality checks
  3. 3
    Map & transformCanonical model
  4. 4
    Trial loadStaging validation
  5. 5
    ReconcileControl totals
  6. 6
    CutoverRehearsed switch
  7. 7
    VerifyPost go-live checks
Source systems flow through profiling and cleaning, mapping and transformation, a trial load, reconciliation, cutover and verification.Financial reconciliation is completed before cutover.

Reconcile before you launch

Control totals and financial reconciliation are completed before cutover. A dedicated opening-balance mechanism supports controlled take-on of legacy financing balances.

Related

Plan a migration you can reconcile.

Plan a MigrationAsk a Technical Question