{"id":102,"date":"2025-04-23T10:06:59","date_gmt":"2025-04-23T09:06:59","guid":{"rendered":"https:\/\/circadian-rm.com\/blog\/?p=102"},"modified":"2025-04-24T10:41:33","modified_gmt":"2025-04-24T09:41:33","slug":"case-summary-one-adviser-firm-data-cleanse-mi-preparation","status":"publish","type":"post","link":"https:\/\/circadian-rm.com\/blog\/case-summary-one-adviser-firm-data-cleanse-mi-preparation\/","title":{"rendered":"Case Summary \u2013 One-Adviser Firm Data Cleanse &amp; MI Preparation"},"content":{"rendered":"\n<p>On 30th January, we were referred a single-adviser firm by a large, acquisition-active Advice Firm that was considering them as a potential acquisition target. Despite using Intelliflo Office, the firm had minimal usable data\u2014only basic client information was available, with no meaningful MI data in place.<\/p>\n\n\n\n<p>Our objective was to bring the firm\u2019s data up to a standard that met the acquiring firm\u2019s requirements.<\/p>\n\n\n\n<p><strong>This included:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Producing 12 months of income\/fee reconciliations<\/li>\n\n\n\n<li>Obtaining accurate, up-to-date valuations and AUM<\/li>\n\n\n\n<li>Ensuring accurate service statuses across the client base<\/li>\n\n\n\n<li>Performing a thorough data cleanse of client and plan data<\/li>\n<\/ul>\n\n\n\n<p><strong>As of 22nd April, significant progress has been achieved:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All 12 months of income have been fully reconciled<\/li>\n\n\n\n<li>The firm now reports over \u00a340 million in funds under management<\/li>\n\n\n\n<li>Service statuses have been updated for all clients<\/li>\n\n\n\n<li>Multiple data cleanse activities have been completed, leveraging provider download integrations<\/li>\n<\/ul>\n\n\n\n<p>This transformation brings the firm\u2019s data and MI quality in line with acquisition-readiness standards, positioning them strongly for further discussions with the acquiring firm.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>On 30th January, we were referred a single-adviser firm by a large, acquisition-active Advice Firm that was considering them as a potential acquisition target. <\/p>\n","protected":false},"author":2,"featured_media":113,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-102","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-in-the-press"],"acf":[],"_links":{"self":[{"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/posts\/102","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/comments?post=102"}],"version-history":[{"count":2,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/posts\/102\/revisions"}],"predecessor-version":[{"id":108,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/posts\/102\/revisions\/108"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/media\/113"}],"wp:attachment":[{"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/media?parent=102"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/categories?post=102"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/circadian-rm.com\/blog\/wp-json\/wp\/v2\/tags?post=102"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}