Hybrid Cloud Migration Strategy for Financial Advisors

This document is a case study detailing the hybrid cloud migration strategy implemented by Integrated Advisors Network in collaboration with Visory. The objective of the migration was to enhance the technology infrastructure to better support the onboarding and transition of advisors onto the platform. The existing technology setup was inadequate, limiting the services offered to advisors and hampering compliance with regulatory standards. The case study outlines a managed, phased approach to the migration, which included a network assessment, the building of a hybrid environment with data replication and testing, and final validation. The outcome of this migration was significant, resulting in no disruption of service and a 67% improvement in onboarding time, successfully onboarding over 30 offices and 140 users within two years. The collaboration with Visory allowed Integrated Advisors Network to achieve a flexible and secure technology backbone that supports scalable growth.