Core Platform Modernisation & Engineering Control
27th February 2026 ·
Albany Beck partnered with a wealth management firm to deliver a core platform modernisation programme while maintaining live client servicing and regulatory continuity. The firm was replacing its legacy portfolio administration system to improve product agility, but execution complexity was increasing across data migration, integration and operating model redesign. Architecture ownership was fragmented, engineering capacity was constrained and delivery governance lacked consistent control across interdependent workstreams. The firm required structured programme leadership and stronger engineering oversight to modernise without disrupting operations.
Challenge
The firm was replacing its legacy platform to improve agility, but execution risk was increasing across migration and integration workstreams. Engineering capacity was constrained, architecture ownership fragmented and governance inconsistent. Disciplined delivery was required to modernise without disrupting live operations.
Approach
Albany Beck deployed a Programme Director, Solution Architect, Technical PMs, Data Engineers, Integration Engineers and PMO leads to stabilise delivery and reintroduce structured governance.
We conducted a rapid execution diagnostic across architecture, engineering velocity, release discipline and vendor coordination. The programme was re-baselined with defined milestone ownership, integration sequencing and clear architectural decision control. Engineering squads were aligned to priority product and integration outcomes, with strengthened DevOps governance to improve release stability and reduce downstream defects.
Solution
We centralised architecture oversight to reduce duplication and integration risk, strengthened data migration controls and introduced structured release governance across build cycles. Integration pathways were rationalised to reduce dependency exposure, and cloud configuration was aligned to resilience and security-by-design principles. Alongside delivery stabilisation, we embedded knowledge transfer across engineering and architecture teams to reduce long-term reliance on external vendors and improve internal capability maturity.
Outcomes
The core platform replacement was delivered within the revised programme timeline without disruption to live client servicing. Engineering velocity improved through strengthened governance and release discipline, reducing defect volumes and integration rework. Product configuration timelines were shortened, enabling faster launch of new features and strengthening competitive agility.
The firm exited the programme with a modernised platform and a more mature internal engineering capability to sustain ongoing digital evolution.