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.
