The client had been expanding their single proprietary, bespoke platform over multiple decades to support three distinct trading desks: Muni, Taxable Fixed Income, and Equity. Built initially as a Muni platform and nearing end-of-life, the client was seeking a modern, SaaS-based solution to address the unique needs of each investment team. Olmstead was engaged to lead a multi-workstream cross-functional program from vendor selection through implementation, positioning the firm for future business growth, asset class expansion, and product diversification.