Legacy Tools
Long-standing, server-based or older-gen planning software.
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The definition of "Legacy Tools" refers to older, server-based software. AI-native or GenAI-driven products are inherently modern and cloud-based. Therefore, AI innovation is primarily focused on replacing or integrating with these legacy systems, rather than enhancing them directly with AI-native features. Real AI activity in this specific sub-capability is nascent, focusing more on migration or
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.
AI vendors moving the needle
Ranked by AI-native status, recent funding, and product momentum in this category.