Resources for Migration and CI SaaS

Training and reference resources for CI SaaS Universal can be found here.

Videos

• Demonstration of the migration process: [Coming soon]
• Overview of using CI SaaS Universal: Overview of CI SaaS
• Additional video demonstrations on how to use CI Saas: ByAllAccounts Training Resources

Supporting Manuals

• Enhanced AccountView Export Universal- describes the export files for CI SaaS Universal.
• CI SaaS Universal Migration Utility Guide - a reference guide that describes the migration utility, the Custodial Integrator configuration and translations files, export errors, and status messages.
• DataConnect V4 Export Guide for PortfolioCenter and Universal - describes ByAllAccounts DataConnect operations that are used to obtain a CI SaaS Export files.