Should every legacy record be migrated?

Not always. Active records and current workflows should be prioritised, while older material can often remain archived or be moved selectively.

What is the risk of recreating a legacy system?

Migrating every old field and process can recreate the complexity that made the legacy system hard to use. A migration should improve the operating model.

What should be validated after migration?

Teams should validate active funds, investors, portfolio records, documents, permissions and current reporting workflows before relying on the new system.

LEGACY SYSTEM MIGRATION

Migration from legacy private capital systems

Legacy systems often hold years of records, reports, documents and relationship history. A good migration does not move everything blindly; it identifies active workflows, useful history and records that need to be governed going forward.

Open Prism Demo Explore Platform

Start with active records

Prioritise current funds, active investors, live deals, open portfolio updates and current reporting cycles.

Move history selectively

Archive material can remain accessible without polluting current workflows.

Validate workflow fit

The migration should improve daily operation, not recreate old system complexity in a new platform.

Legacy migration checklist

What must be live on day one?
Define the minimum viable operating dataset for current workflows.
What can be archived?
Separate reference history from records that need active workflow status.
Which integrations are actually required?
Do not carry over integrations that exist only because the old process was fragmented.
How will users compare old and new records?
Plan a validation window where teams can reconcile migrated records before relying on them.

Evaluate Prism directly

Use the live Prism demo and public pricing to decide whether the platform fits before starting a formal buying process.

Open Prism Demo View Pricing