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Data Migration Wizard
Onboard a new strata company from your previous trust accounting tool in under 30 minutes. Field-mapped, dry-run validated, audit-logged.
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Choose source
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Map fields
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Validate
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Dry run
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Go live
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Resvu AI
Grounded in your tenant data · 1,847 credits
Resvu AI
Hi Tom — I'm Resvu AI. I can answer portfolio questions, draft emails, create records, and run reports. Try a quick prompt or type @ to mention a record.
1 credit per query · Audited in /ai/audit-log⌘J