Brokerages Switching to Applied Epic
Accounting support for brokerages moving onto Applied Epic
Brokerages migrating their accounting from a legacy broker management system onto Applied Epic, where opening balances, trust continuity, and module setup all have to be right.
The pain points we hear
- Opening balances that don't carry over cleanly to Epic
- Trust continuity at risk during the cutover
- An Epic accounting module nobody has configured properly
- Historical data that arrives dirty after migration
- Staff unsure how to run accounting in the new system
How we help
- Opening balance setup and validation in Applied Epic
- Trust account continuity through the cutover
- Applied Epic accounting module configuration
- Post-migration data cleanup and reconciliation
- Documented Epic accounting processes for your team
Ready to talk about your brokerage?
Discovery calls are 30 minutes, no obligation. We'll walk through your books, your reporting needs, and what good would look like.
Book a discovery call
Tell us about your brokerage and we'll walk you through exactly how we can help. No pressure, no obligation — just a straightforward conversation.
Get in Touch
Have a question? We typically reply within one business day.