Case Study

Two major projects, one successful result: Enterprise software upgrade and data conversion



Upgrade their existing PureWealth platform to the next generation release to benefit from the latest and improved version of the software.

Consolidate their data management system – migrate data from their old system, and then began consuming data from a new system without any disruptions.


Simultaneously implemented an enterprise software solution upgrade and a data conversion.

Cost-effectively and seamlessly upgraded ATB to a comprehensive and flexible solution that meets their current and future business needs.

The enhanced solution delivers better productivity, ease of administration and a richer user experience.


Successfully deployed two large projects simultaneously – a massive undertaking.

Effortlessly accommodated a number of additional changes and add-ons while minimizing potential errors and delays.

Seamlessly integrated with another software vendor.