Wealth management firms do not merely suffer from fragmented data. They suffer from unencoded operating reality. Accounts, households, products, advisory programs, permissions, fee schedules, approval paths and compliance obligations exist across systems but not as a governed semantic model.
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Open architecture was the first principle, open weights are the second
The strategic mistake is treating model selection as a procurement decision when it is an architectural one; because the real question is not which model is best today but whether the system is built so that that answer can change tomorrow as your business adapts?
