Keep the advisory membership if that is the job. Map entity books on Practice → Import. Live one-click cutover is not shipped.
Nominative guide, not a partnership. No API keys, no endpoint list, no importer internals. Those stay behind login for clients. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
The move
Keep Range if the CFP desk is still the buy.
Map each entity’s books on Practice → Import. Opening dates stay.
Set as-of on Practice → Analytics. Later activity stays out.
Holdings leftovers stay on Reports → Holdings. We do not invent live prices.
Stay on Range when
Choose Range when you want a CFP membership and a service team to advise on wealth, tax, and estate.
Move when
Choose ficary when each entity needs its own ledger, inspect as-of across them, and leftover alerts on those books — with a dedicated database we are building.