Switch to Finuro from Another CRM or Advisory PlatformMoving a SEBI-registered practice means more than exporting a contact list: active subscriptions, paid groups, consent and five years of records all need a home. Here is how to switch to Finuro without losing clients or records.  WHAT MOVES What you bring acrossThe pieces of a practice that need a plan when you switch. Leads and clientsImport from a spreadsheet export, with a preview of each row before it is saved. Plans and renewalsRecreate your plans in Finuro and add active clients with their current end dates. Paid groupsAttach your Telegram and WhatsApp groups to plans, and share new plan links with members. OnboardingSet up KRA KYC, MITC, Aadhaar e-sign and risk profiling for new and renewing clients. WHY TEAMS SWITCH Why practices move to FinuroWhat changes after the move. One platformOnboarding, research delivery, billing and records in one place instead of several tools. No setup feePlans from ₹999 a month plus commission, with no setup fee on any plan. Hands-on helpThe Custom plan adds hands-on onboarding and migration support and a dedicated account manager. Records from day oneConsent, recommendations and communication are recorded as you work, with an audit trail. How to switch to FinuroStep 1 Book a demoWe map your current setup, products and channels. Step 2 Export and importExport clients and leads from your old tool and import them with a row-by-row preview. Step 3 Set up and testConfigure onboarding, plans, gateway and channels, and test with one real client. Step 4 Move clients overShare new plan links at renewal, and keep your old records for the retention period. Last updated: 29 October 2026 What should you export before you switch?Export everything you need to run the practice and everything you must keep for SEBI, before you close your old account. How do you move without disrupting clients?Run both for a renewal cycleKeep your old tool for existing clients until their plans renew, and move each client to Finuro at renewal. Start new clients on FinuroSend every new enquiry through Finuro's onboarding, so KYC, MITC and e-sign are on record from the start. Tell your groupsPost the new plan link in your Telegram or WhatsApp group and explain the change before renewal dates. What does Finuro set up for you?Onboarding with KRA KYC and Aadhaar e-sign, plans, renewals and GST invoices, paid Telegram and WhatsApp groups, and recommendation delivery with live tracking. On Growth, add model portfolios with broker orders and your own domain and gateway. See Finuro pricing for what each plan includes. Who usually switches?
Related Finuro features
Frequently asked questionsCommon questions about switch to finuro from another crm or advisory platform in Finuro. Built for SEBI RAs and IAs Plan your move to FinuroBook a demo and we'll map what moves, in what order, and when.  |
Book a Demo
See how Finuro handles onboarding, recommendations, model portfolios, and billing for your advisory firm. Tell us a little about your practice and we'll walk you through the platform on a live call.