APEX

Data migration

Your data moves with you. See it mapped in 60 seconds.

The fear enterprise buyers have isn't the software — it's the migration. Upload a workbook (or use the sample) and watch the columns map to APEX fields, right here in your browser. Nothing is uploaded anywhere.

Upload your .xlsx or .csv customer data

Drag and drop your file here, or click to browse

Demo runs entirely in your browser — nothing is uploaded anywhere

01

Import, don't retype

.xlsx and .csv customer data imports directly — deals, investor ledgers and client records. You don't start from zero.

02

Run in parallel, then cut over

Run APEX alongside your current process until you're comfortable. Your own Risk and Compliance officer signs off the close.

03

Go live once you're onboarded

The platform is already built — this is onboarding, not development. Full production go-live with a 90-day defects liability period after every deployment.

Read the full migration guide.