Financial Planning·Capability hub
Legacy Tools
Long-standing, server-based or older-gen planning software.
What's shifting
From on-prem incumbents to AI retrofits and cloud migration
Legacy desktop and server-based planning suites lock firms into rigid data models and on-prem infrastructure. API wrappers and AI retrofit layers are now bolting modern intake, summarization, and visualization on top of these incumbents. This keeps installed-base advisors productive while quietly migrating their workflows toward cloud-native successors.
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How the work actually gets done
The top software vendors firms use here, and the features those tools actually ship.
Market landscape
10 vendors · 8 with profiles
LeaderEstablished, scaled incumbents.ChallengerMeaningful traction, gaining share.AIAI-native — built around LLMs / agents.DigitalDigitally native — app-first, no branches.