Switching
Switch to StrataMax without breaking your trust account.
A dedicated Client Success Manager runs the change plan end-to-end, with a documented mapping for every entity in your incumbent and a sign-off path for each critical first. The risky move is staying on software that cannot scale with your firm.
Why make the switch
Years in Australian strata management
Lots managed across Australia
Invoices approved last year
Migration paths
Where are you switching from?
MRI, PropertyIQ, Urbanise, Stratafy, or another incumbent: the migration shape is familiar, but the validation pack is tailored to your portfolio, trust structure, and team capacity.
MRI Strata Master
From MRI Strata Master
MRI migrations are the path our Client Success Managers have run most often. Trust ledgers, levy schedules, owner records, document libraries, and recurring workflows are mapped, validated, and signed off before go-live.
PropertyIQ
From PropertyIQ
PropertyIQ switches follow the same set of firsts as every other migration. The cutover is rehearsed in advance, and your trust account does not need to disappear for a day to make the move work.
Urbanise
From Urbanise
Urbanise migrations are run against a documented mapping of the incumbent data model, then checked against the exact workflows your strata managers need on day one.
Stratafy
From Stratafy
Stratafy migrations stay tightly scoped around trust, owner communications, and meeting records so the change lands cleanly without forcing your team to relearn the basics mid-cutover.
Other
From another platform
If your incumbent is not listed, send us an export. We will map the core entities, call out the exceptions, and return with a migration plan before you commit to the switch.
How a migration ends
The set of firsts.
Every migration ends with six critical reports and workflows that have to balance. We do not leave until they do. Each first is signed off by the Client Success Manager who owns the cutover plan, so your team can see exactly when trust, billing, banking, and compliance are stable.
Banking download and reconciliation
Verified against the closing period before go-live so balances start clean.
Payment run
Reviewed with the Client Success Manager who owns the migration checklist.
Global levy run
Confirmed against your live owner data and levy schedule settings.
Prepare and run AGM
Notices issued, motions carried, minutes filed, all in one place.
Global management fees
Checked against the commercial model agreed for your firm and portfolio.
First BAS submission to the ATO
Run through the same controlled sign-off path as the rest of the cutover.
BOOK A DEMO
We’re here to help. Not upsell.
Book a working session with our team. See how StrataMax handles the workflows your team runs every day, and ask the migration questions that matter.
- Onshore Aussie team
- Strata specialists
- Since 1992
What to expect in your demo
- Walk through your real workflows
- Test your portfolio fit
- Ask the migration questions
- Meet your Client Success Manager