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.
Product Management Artifacts
Coming soonTeardowns, deep dives, and other product managment artifacts for this capability are on the way.