Migration from eFront to Prism

Plan a migration from eFront to Prism for portfolio oversight, reporting, investor workflows, approvals, audit evidence and private-capital operations.

Migration plan

Move the workflows, not just the records

Teams usually consider this move when legacy private-markets workflows feel too complex for the operating cadence they need today. A successful migration should preserve trusted data, simplify ownership and make daily workflows easier to run.

eFront migration checklist

  • Inventory the data model
    Map companies, contacts, funds, investors, deals, documents, activities, reports and custom fields before any import work begins.
  • Separate clean data from process debt
    Do not rebuild every historic workaround. Decide which fields, reports and approvals are still useful in the target operating model.
  • Move in workflow stages
    Prioritise the workflows that unlock adoption first: CRM, deal flow, portfolio records, investor reporting, document control and approvals.
  • Validate with real users
    Use representative records and reporting outputs so front-office, operations, finance and IR users can confirm the migration supports their daily work.

Use the Prism demo as a migration dry run

Review how Prism handles CRM, deal flow, portfolio monitoring, investor reporting, documents, approvals and audit evidence before planning a full migration.

eFront migration FAQ

  • What should be planned before migrating from eFront?
    Teams should map portfolio records, reporting packs, investor workflows, documents, approvals, audit evidence and integrations before moving data into a new operating model.
  • How can teams reduce risk in an eFront migration?
    Use staged migration, representative test records, user validation and clear ownership for each workflow so the team does not recreate historic process problems in the new platform.
  • Can Prism replace eFront for private-capital workflows?
    Prism can be evaluated as an eFront alternative when teams want portfolio oversight, reporting, investor workflows, document controls and governance without legacy platform overhead.