See Table of Contents for Tiburon's FA Technology Research Report

Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the release of its new research report on Financial Advisor Technology. This research release summarizes some of the report's key findings.

The purpose of this report is to provide readers with an initial understanding of financial advisor technology & outsourcing strategies, including sales enabling technology, financial planning technology, asset allocation technology, trade order management systems, data & research services, data download technology, portfolio management technology, account aggregation technology, contact management systems, & financial advisor workstations. The report begins by addressing the four phases of financial advisor technology. This historical account is followed by a category-by-category description of current financial advisor technologies and their related issues. The report concludes with Tiburon’s predictions for the future evolution of financial advisor technology. This is the second draft of Tiburon’s research on this topic.

Tiburon’s first draft of this report was published in 2006; that draft consolidated prior Tiburon research into one report.

This is Tiburon’s second draft of this report; this draft reorganizes the report to better integrate with Tiburon’s equally thorough online tools & advice report, acknowledging the increasing overlapping nature of traditional software products and new online tools, as well as the increasing overlapping nature of tools directed at both consumers and financial advisors. This draft also spins-off Tiburon’s equally thorough financial services industry technology research report, which focuses specifically on the technologies utilized by financial institutions, while this report now focuses specifically on the technologies utilized by financial advisors. This draft enhances the market history and conclusions chapters. And this draft also more clearly orders the appendix companies and includes enhancements to the profiles of some core Tiburon clients and other leading industry participants, including FDP Corporation, Front Range Solutions, Morningstar, My World Investing, & Sage Software.

Key Findings
This report has a long list of interesting facts to share:

Market History