# Questions investment offices ask

Here are the questions investment offices ask us most. Each answer is short. Don't see yours? [Talk with us](/contact), or [try the platform](/try) and see for yourself.

## Is it hard to leave our old software?
No. Your fund book, its history and your files come over in a few weeks. Each fund is checked before you rely on it. One person who knows the book, for a few hours a week, is most often enough. We do the loading and the checks. [See how a move works](/switching-from-old-software).

## Can we run both for a while?
Yes. Many offices run the old system and the new one side by side for a quarter. You compare the two at quarter end. When the numbers match, you turn the old one off. [See how a move works](/switching-from-old-software).

## Is our data safe?
Yes. Data is locked as it moves. Each stored file is locked with its own key. Each upload is checked for viruses. Bank details on a capital call are checked against the ones on file. If you ever leave, you get every record in a sealed export. [See how we keep it safe](/trust).

## Does AI see our fund data?
AI only works with providers that keep none of your data and never learn from it. Every request is checked first. AI reads notices and reports for you, but each entry is checked before it counts. Each step is logged. [See how AI is used](/ai).

## Does it work with Microsoft 365?
Yes. Connect Microsoft 365 once. Manager emails, your calendar and Teams calls come in on their own. Each one is filed on that manager's record. Use a different email system? [Talk with us](/contact) and we will tell you what fits.

## How does the live demo work?
Give us your work email, and we send you a link. Then you work inside a sample office as one of its analysts. It has made-up funds and real work in place. See the funds, the managers and the reports. Nothing you do touches real data. [Try the platform](/try).

## What does the first month include?
Your first month is a trial with no contract charge. You get the parts you pick for your office. Data and outside charges still count from day one. A person on our team sets up the month with you. Load a few funds and see the book come together. [See pricing](/pricing).

## How is it priced?
You buy one contract a year, priced for the whole office, not per seat. Pick the parts you need. Data costs sit on their own line. Ask us for a written fee list for your board. Then [try the platform](/try) and see it work.