đź“žCall 562-203-1753
Migrate from Redtail to Microsoft 365
Are you ready to migrate from Redtail Email to Microsoft 365 but need expert guidance? Surf City Systems specializes in secure, efficient email migrations tailored to meet the unique needs of financial advisors and wealth management companies. Transitioning to Microsoft 365 unlocks a suite of powerful collaboration tools while maintaining your email’s integrity and functionality.
Why Migrate from Redtail Email to Microsoft 365?
- Enhanced Productivity for Financial Advisors: Access industry-leading tools like Outlook, Teams, and SharePoint to improve communication and workflow, essential for managing client relationships and sensitive financial data.
- Advanced Security for Compliance Needs: Benefit from Microsoft’s enterprise-grade security features, including multi-factor authentication, data encryption, and built-in compliance tools tailored to meet regulatory requirements in the financial sector.
- Scalable Email Solutions for Wealth Management Firms: Easily scale your email and collaboration platform as your practice grows, ensuring you’re always equipped to serve your clients effectively.
- Anywhere Access for Busy Professionals: Work seamlessly across devices with access to email, calendars, and files from anywhere, ideal for advisors on the go or managing multiple offices.
- Simplified IT Management for Streamlined Operations: Reduce maintenance headaches with automatic updates and simplified administration through a single platform.
Our Microsoft 365 Migration Services
At Surf City Systems, we ensure a smooth migration process with minimal downtime. Here’s what you can expect:
- Pre-Migration Assessment: We analyze your current Redtail Email setup to identify critical data and ensure a complete migration plan.
- Custom Migration Plan: Our tailored approach ensures that your email, contacts, and calendars are migrated without loss or duplication, with a special focus on preserving sensitive client communications.
- Secure Data Migration: We prioritize the security of your sensitive information using encrypted transfer methods and best practices, ensuring compliance with financial industry standards.
- Microsoft 365 Configuration: We configure your new tenant, set up email routing, configure journaling to ensure compliance and archiving needs are met, and ensure proper DNS configuration, optimized for financial professionals.
- User Training and Support: We can provide end-user training to help your team get the most out of Microsoft 365’s features, empowering you to streamline workflows and enhance client interactions.
- Post-Migration Support: Our team is available to address any issues or concerns after the migration is complete, ensuring a smooth transition.
Why Choose Surf City Systems?
- Proven Expertise: We have helped many businesses in the financial sector migrate to Microsoft 365.
- Minimized Downtime: We prioritize keeping your practice operational during the migration process, so you can continue serving clients without disruption.
- Customer-Focused Approach: Our team works closely with you to understand your unique needs as a financial advisor or wealth manager and tailor solutions accordingly.
- End-to-End Support: From planning to execution and post-migration support, we’re with you every step of the way.
Migration Pricing
How much does this cost? We offer migration services at a competitive rate of $125 per mailbox, ensuring you receive expert service and value for your investment.
Ready to Upgrade to Microsoft 365?
Moving from Redtail Mail to Microsoft 365 has never been easier.
Let Surf City Systems handle the technical complexities while you focus on managing and growing your practice.