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How to migrate from Bloomberg Terminal to Manera Treasury

A 14-day cutover plan from Bloomberg Terminal ($24K/yr/seat) to Manera Mesh Tier ($999/mo). Real migration steps, no marketing.

For: Treasurer + CFO at $50M-$500M revenue companies running 1-4 Bloomberg seats

01

Day 1-2: Inventory what you actually use Bloomberg for

Most teams use Bloomberg for 5-10 specific workflows: FX rates, earnings transcripts, M&A screens, news search, IB messaging, comp tables. List them. Most of those map to Manera flagships.

02

Day 3: Spin up Manera Mesh Tier trial

/start-trial. 30-day free trial. Set up your team accounts (up to 25 users included at this tier). No credit card required.

03

Day 4-10: Run parallel for one workflow at a time

Don't switch cold. Run Bloomberg + Manera side-by-side on FX rates first (FXWatch), then earnings (EarningsIntel), then M&A (MAScope). Compare. Note where Manera is missing something — file feedback at [email protected].

04

Day 11: Decide what stays

Live execution (orders) and IB messaging stay on Bloomberg or move to a broker terminal — we don't replace those. Everything else: Manera covers it.

05

Day 12-14: Cut over + sunset

Cancel Bloomberg seats one at a time. Migrate any saved screens / monitors. Document the cutover for your auditor (Manera generates a SHA-256-stamped query log on enterprise plans, exportable to your SIEM).

06

Cost math

Pre-Manera: 4 Bloomberg seats × $24K = $96K/yr. Post-Manera: $11,988/yr (Manera) + $20K/yr (1 broker terminal for execution) = $31,988/yr. Savings: ~$64K/yr. Payback: 1.4 months.

Start a 30-day Mesh Tier trial
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