Account Data. To the extent practicable, Envestnet will convert all account data necessary to enable FundQuest and FQ Clients to manage accounts as they are managed currently on the FundQuest platform. This includes but is not limited to all account attributes currently stored by FundQuest, account billing and reporting relationships, billing schedules, account performance history, and cost basis data; it being understood by the parties that functional similarity is the goal and exact replication is not achievable. Envestnet will test and validate conversation data after it has been loaded into Envestnet systems and provide FundQuest with exception reports for remedy. FundQuest will provide account data per Envestnet’s reasonable conversion requirements.
Appears in 2 contracts
Sources: Platform Services Agreement (Envestnet, Inc.), Platform Services Agreement (Envestnet, Inc.)