Same day
Your Bluemint account is created, configured, and ready to use the day you sign up.
MIGRATION
SWITCHING IS EASIER THAN YOU THINK.
We're a software company — full stop. No aggregator agenda, no conflicting priorities. Just beautiful, efficient, intuitive software built entirely around you, the adviser.
SOUND FAMILIAR?
STILL STUCK ON YOUR OLD PLATFORM?
Legacy CRM systems were built for contact management — not for the complex, compliance-heavy work of financial advisers.
Re-entering the same client data across multiple spreadsheets and systems
Chasing compliance sign-offs manually with no audit trail
Losing hours to admin that adds no value for your clients
No visibility across your team's pipeline, renewals, or refixes
Paying for an expensive CRM that wasn't built for advisers
YOUR CURRENT PLATFORMLegacy CRM System
↓
YOUR NEW PLATFORMBluemint
ACCOUNT SETUP
New account liveSame day
Team onboardedSame day
DATA MIGRATION
Migration timelineTBC with your team
DowntimeZero
Migration costTalk to us
THE SWITCH PROCESS
GETTING STARTED IS THE EASY PART.
Depends on your setup
Migration timelines vary with your current system and volume of data. We'll scope this with you upfront.
BOOK A CALL
Scope your migration and answer key setup questions.
DAY 1ACCOUNT GOES LIVE
Your Bluemint account is set up and configured immediately.
DAY 1DATA MIGRATION
We clean, extract, and import your records from existing systems.
TBC WITH YOUR TEAMONBOARDING & TRAINING
A guided walkthrough for your team, including tutorials and support.
WITHIN FIRST WEEKWHY BLUEMINT IS DIFFERENT
WE'RE A SOFTWARE COMPANY. THAT'S IT.
Some platforms that serve advisers have other priorities — aggregator relationships, product distribution, their own commercial agendas. We don't. Bluemint's only job is to build the most beautiful, efficient, and intuitive software for financial advisers.
COMMON CONCERNS
WE'VE HEARD EVERY REASON TO WAIT. HERE'S THE TRUTH.
WHAT HAPPENS TO ALL OUR EXISTING CLIENT DATA?
Your data comes with you. We export, clean, and import your client records, documents, and history into Bluemint.
WILL WE HAVE ANY DOWNTIME DURING THE SWITCH?
No. Your Bluemint account goes live immediately. We run migration in parallel with your existing system.
HOW LONG DOES IT ACTUALLY TAKE TO GET STARTED?
Your account is live the same day you sign up and your team can be onboarded the same day.
IS THERE A COST TO MIGRATE OUR DATA?
It depends on your current platform and data volume. We'll scope and confirm any costs upfront.
DO WE NEED AN IT TEAM TO MANAGE THIS?
Not at all. Bluemint is fully cloud based and managed. No technical expertise required on your side.
ARE WE LOCKED INTO A CONTRACT?
No lock-in on monthly plans. We'd rather earn your business every month by being genuinely better.
SIDE BY SIDE
BLUEMINT VS. YOUR CURRENT PLATFORM.
FEATURE
LEGACY CRM
BLUEMINT
Built for financial advisers
—
✓
End-to-end workflow automation
—
✓
Built-in compliance & audit checks
—
✓
Mortgage, insurance & investment workflows
—
✓
Renewal & refix tracking
—
✓
Client self-service access
—
✓
Shared team pipeline visibility
Limited
FULL VISIBILITY
Setup & migration support
—
✓
Onboarding & training included
—
✓
Pricing built for adviser businesses
—
✓
READY TO MAKE THE SWITCH?
Book a free migration call and we'll have you live on Bluemint within the week.