Legacy System Modernization built for Wealth Management companies
What is Legacy System Modernization?
We modernize legacy systems without breaking the business processes that depend on them. For Wealth Management companies, this means navigating SEC regulations (US), MiFID II (EU) while shipping fast.
Who needs Legacy System Modernization for Wealth Management?
- Fragmented portfolio data across custodians
- Client reporting requiring manual aggregation
- Robo-advisory algorithm transparency expectations
- Legacy systems too fragile for anyone to touch
- Key knowledge locked in one retiring engineer's head
Best Legacy System Modernization company
Wealth platforms must turn complex portfolio data into something both advisors and clients trust.
Scaling Wealth Management operations in usually means investing in Legacy System Modernization sooner than expected.
Get a clear Legacy System Modernization roadmap for your Wealth Management business in
Book a free 30-minute discovery callSigns your Wealth Management company in needs better Legacy System Modernization support
- Fragmented portfolio data across custodians
- Client reporting requiring manual aggregation
- Robo-advisory algorithm transparency expectations
- Regulatory compliance across investment products
- Security expectations for high-net-worth client data
Why Wealth Management companies in trust us with Legacy System Modernization
Legacy codebase audit and risk assessment
Incremental migration strategy (strangler pattern)
Database and data migration planning
Modern API layer over legacy core
Parallel-run testing and rollback planning
Core Technology Stack
Java.NETPHPNode.jsPostgreSQLDockerKubernetes
Timeline, investment & compliance
Typical timeline
12-24 weeks depending on system size
Typical investment
$40,000 - $250,000
Legacy System Modernization engagements in this combination typically need to account for:
- SEC regulations (US)
- MiFID II (EU)
- GDPR
- FINRA compliance
Proven Results
"We helped a wealth management platform cut quarterly reporting time by 55% with automated portfolio aggregation."
Read the full case studyGet a clear Legacy System Modernization roadmap for your Wealth Management business in
Get a free project cost estimateFrequently Asked Questions
Most Legacy System Modernization engagements take 12-24 weeks depending on system size, depending on scope and how clear the requirements are upfront. We'll give you a firm timeline estimate after a short discovery call, not a generic range.
Legacy System Modernization projects with us typically range from $40,000 - $250,000, scaled to the complexity of your requirements. We provide a detailed, itemized estimate before any work begins so there are no surprises mid-project.
For legacy system modernization, we typically work with Java, .NET, PHP, Node.js, chosen based on your specific scalability and integration requirements. We're not tied to a single stack and will recommend the right tools for your situation rather than our default.
A typical legacy system modernization engagement includes legacy codebase audit and risk assessment, along with the other deliverables outlined in our proposal, such as documentation and a post-launch support window. The exact scope is tailored to your project during discovery.
Most clients come to us for legacy system modernization because of legacy systems too fragile for anyone to touch, among other related challenges. We start every engagement by mapping your specific pain points before writing a single line of code.
We've delivered multiple wealth management projects addressing challenges like fragmented portfolio data across custodians. We helped a wealth management platform cut quarterly reporting time by 55% with automated portfolio aggregation.
For wealth management clients, we pay close attention to SEC regulations (US), MiFID II (EU), building these requirements into the architecture from day one rather than retrofitting them later. We'll confirm which specific regulations apply to your business during discovery.
The most common challenges we solve for wealth management clients include fragmented portfolio data across custodians and client reporting requiring manual aggregation. We tailor our discovery process to surface the specific version of these problems your business faces.