Guide
When is the right time to switch equity platforms?
The handover date should reflect the work needed to preserve and review the records, not just the contract renewal date.
Start planning when your current provider no longer meets a material requirement, when the cost no longer fits the value, or when service availability requires a move.
Check for an upcoming financing, audit, grant cycle, or employee exercise deadline. A quiet operating window may simplify the move, but waiting for a perfect window can be impractical. If work continues during migration, maintain an event register and assign responsibility for processing each change.
Build the timeline backward from an internal completion target. Include time for procurement, data preparation, trial import, corrections, full reconciliation, and access rollout. Confirm the schedule with the receiving provider. If the schedule does not fit before your access deadline, escalate the scope and resourcing instead of removing the review steps.