Edelman Financial Engines — M&A Tenant Migration & M365 Governance
Ongoing M&A migration and M365 governance partner for one of the nation's largest independent wealth management firms — every acquisition migration executed with zero data loss under SEC and FINRA oversight.
Summit's longest-running and most trusted client relationship.
Summit Migrations serves as the dedicated M&A migration and governance partner for Edelman Financial Engines, one of the nation's largest independent wealth management firms. We manage every acquisition migration — from full tenant-to-tenant integrations to Record Center preparation — while continuously strengthening their Microsoft 365 security and compliance posture.
Zero margin for error in a regulated environment.
- SEC and FINRA regulated environment requiring zero error tolerance on every engagement
- Each acquisition introduces a new M365 tenant and separate IT footprint requiring full integration
- Client financial data must be prepared for ingestion into a Salesforce-integrated Record Center
- Security posture required ongoing proactive remediation between migrations
- Unauthorized admin access and external sharing exposures discovered and remediated
The M&A migration pipeline.
Every acquisition follows a structured pipeline. Summit performs full T2T migration — email, OneDrive, SharePoint Online, and file shares — then constructs the Meta File: a master document mapping each financial record to its Financial Planner, District Office, Salesforce ID, and compliance record number. This enables compliant ingestion into the firm's Salesforce-integrated Record Center under SEC and FINRA requirements.
Migration, governance, and security — all under one engagement.
- End-to-end M&A tenant-to-tenant migrations using ShareGate with full audit trails
- Meta File construction — metadata enrichment and compliance packaging for Record Center ingestion
- Full security and governance advisory — external sharing, permissions hygiene, admin access cleanup
- Ongoing M365 platform administration, SharePoint builds, and Power Automate solutions
A trusted partner across every acquisition.
- All acquisition migrations completed with zero data loss
- Record Center pipeline established and operational for all client financial data
- Tenant-wide external sharing remediation and policy overhaul
- Unauthorized Site Collection Admin access eliminated across the tenant
- Legacy on-premises home folders fully retired and standardized to OneDrive
- SharePoint Premium archiving implemented to control storage costs