 The phrase “If it ain’t broke, don’t fix it” may have overstayed its welcome. Look at your legacy software dilemma as an opportunity to build the right infrastructure for your firm’s future. Keeping you.”Sue Glover, Susan Glover and Associates
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Facing Down the Legacy Software Dilemma
Sue Glover | Barron's Advisor Center, January 2018
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Summary: The challenge for established firms is upgrading portfolio accounting and reporting legacy software that contains many years of transactional data for thousands of accounts. With so much important client data at stake, advisors attempt to tackle the legacy dilemma by keeping their current technology. Let’s review a couple of questions I’ve heard from advisors.
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