Case Study
Modernizing Wealth Planning Platforms with AI-Driven Engineering
Industry
Asset and Wealth Management
Location
Global
Our Contributions
Platform Modernization, Cloud Native Engineering, AI-Led Development
Technologies
GitHub Copilot, Cursor AI, Terraform, Helm, Playwright
Coforge transformed a decade-old legacy COTS-based wealth planning platform into a cloud-native, API-first, AI-powered solution designed for scalability, resilience, and extensibility. By leveraging AI-assisted engineering tools across the software development lifecycle, the program accelerated development velocity, improved code quality, strengthened governance, and reduced total cost of ownership.
The modernized platform introduced advanced capabilities such as risk tolerance assessment, reusable planning templates, model portfolio integration, seamless onboarding workflows, and unified data connectivity across custodial, CRM, and market data systems, enabling a superior advisor and client experience.
The Challenge
The client’s legacy wealth planning platform was built on a tightly coupled COTS system that lacked flexibility, scalability, and integration capabilities. This rigid architecture limited innovation and made it difficult to adopt modern APIs, data pipelines, and AI services.
Development cycles were slow and resource-intensive, with engineers spending significant time on boilerplate code, test scaffolding, and integration development. Release cycles were long, and defects were often identified late in the lifecycle.
Data fragmentation across financial planning, onboarding, CRM, custodial, and portfolio systems created inconsistencies and inefficiencies. Limited automation in testing and DevOps further impacted release quality, while the lack of observability made performance monitoring and root cause analysis reactive and time-consuming.
Our Approach
Impact to Date
+30%
Faster Development Cycles
-20%
Reduction in Defects
+60%
Increase in Test Coverage
Improved
System Observability and Reliability