How difficult is it to push data into the Starfish platform?

It’s not difficult at all. When we first launched our software in 2007, we built a process called Intelligent Data Integration™ which uses a simple tool called the Starfish Universal Data Adapter™ to take flat, pre-formatted data files and pull those into the Starfish platform so your advisors can see everything in one place. If your institution is like most clients, you will want to extract those files yourself (don’t worry, we will help!), since you have the best insight into both your technologies and your business processes. We have detailed documentation about all of this – just ask, and we will share it with you.

Posted in: Technical Considerations