You can use our bulk upload sheet to import all of your investments in one click or just let our customer success team design an onboarding plan tailored to your needs.
Our Premium Onboarding service is perfect for clients who are new to Seraf or who want us to transfer all their data over to our platform. Our team will take care of the entire data transfer process, ensuring that your account is set up and ready to use as quickly and efficiently as possible.
With more than 10 years of experience, our customer success team uses a proven process to extract and transfer investment details from spreadsheets, investment accounts, and various other sources to upload them for you so you don't have to lift a finger.
We also draw up a training curriculum to accommodate your team’s availability. Live training sessions and workshops are also an option.