Migrating to Entrilia
Migrate to the platform you'd want to stay with
Reconciled numbers, reports that match what you're used to, and a system that grows with you instead of forcing another migration in three years.
Our clients
Most migrations are tedious, manual, and messy. Ours isn't.
Here's what you get when migrating to Entrilia.
Numbers that tie out
We reconcile every entity against your source system before we call anything migrated, so your numbers are checked and matched before you ever see them.
Team hours protected
We built custom migration tools for your legacy provider. Your team reviews and approves the results instead of entering years of transaction history by hand.
Reports that look familiar
Your income statement, cash flow, and PCAPs come out in the formats your team and LPs already use.
Continuity for your investors
Portal access, statements, and communications move on a staged timeline your relationship managers control.
A scope you can plan around
We fix scope and timeline before the first data pull. Your implementation lead sees you through your first close, and stays for as long as you're with us.
What our clients say
What I appreciate most about Entrilia is the balance between flexibility and structure.
Individual solutions are welcomed within a clear, consistent framework.Yves Dollinger 
In our search, we came across many systems that were built 10-15 years ago and continuously patched trying to keep up with ever-changing requirements. Entrilia is fresh, flexible, and intuitive. Exactly what we were looking for.
Matt Hurley 
The API is extremely well done, it fit perfectly into our API extension model by client/subscription. Brilliant!
Bob Balfe
Explore the full Entrilia platform
One data layer underneath everything. Here's where that pays off.
FAQ
Are we locked into a contract with our current vendor?
That depends on your existing agreement. Our team can walk through your contract terms with you and help you time the migration around your renewal or exit date.
What does our team actually need to do?
Export your current data and answer a short set of questions about your fund structures. Our team runs the mapping, validation, and load. Most of the work is on our side.
What about security during the transfer?
Data moves through encrypted channels, and each migration runs under a security context scoped to your firm. Our team can walk you through our SOC 1 and SOC 2 Type II documentation as part of the migration call.
Will our team need extensive retraining?
Training happens on your actual fund data and structures, not a generic demo. Most teams are working independently within the first close cycle.