The Parallel-Run Independence Playbook

Two offers. One method. If you want the overlay, not a conversion, start with the Platform.

Executive summary

The deliverable is not software. It is your firm's independent capability to run that software — on your infrastructure, under your governance, with your operators in control. r.Team embeds forward-deployed engineers alongside your team to migrate accounts in validated blocks with signed cutover gates, not big-bang cutovers.

Savings are recognized only when the vendor invoice actually drops. Independence is proven when your team ships, resolves incidents, and closes quarters without us — and our access remains revocable at will.

Parallel before cutover. Reversible until signed.

1. 1

   Ignite

   The block runs in parallel; legacy remains the system of record.

2. 2

   Validate

   Nightly reconciliation until twenty consecutive business days show zero unexplained variances, across a full statement and fee cycle.

3. 3

   Cut over

   Client-facing output moves to the new system; legacy runs read-only for one shadow cycle.

4. 4

   Bank the savings

   Legacy billing ends for the block's accounts; savings are recognized only when the vendor invoice actually drops.

The five phases

1. Assessment & Source Cleanup — map accounts into migration blocks and clean source data so parity is measurable.
2. Build & Parallel Ignition — the first block ignites in parallel; legacy remains system of record.
3. Validation — positions, valuations, accruals, fees, and statements reconcile line by line.
4. Incremental Offload — signed blocks cut over one at a time.
5. Independent Operation & Legacy Retirement — your operators run the system while we watch — then without us.

The ZERO gate

A block does not cut over on hope. It cuts over on evidence: twenty consecutive clean business days, full statement and fee cycle parity, zero unexplained variances, and a signed evidence packet. Rollback remains available until that signature — with no data loss.

Platform overlay or conversion?

Does adopting r.Team mean we replace our trust accounting platform?

No. The r.Team platform is an overlay. It connects through the Bridge and does not replace your core systems. This playbook is a separate consulting engagement for firms that have already decided to leave a vendor.

Talk about a conversion