Migration · 2026-05-05 · 8 min read
How to plan a brokerage technology migration
Successful migrations protect clients and desks with coexistence, mapping, and rehearsal — not optimism.
Inventory reality
List systems, data stores, partner dependencies, and the reports leadership cannot lose.
Mapping before movement
Field-level mapping and status translation prevent silent corruption.
Coexistence windows
Parallel run plans reduce big-bang risk when volumes or complexity are high.
Cutover rehearsal
Practice the sequence, communications, and rollback triggers with the people who will execute them.