Financial Advisor Account Aggregation & Financial Planning Technology:
Technology Powering One of the Most Important Roles of Financial Advisors

Recently Released!!!
Date Published: December 23, 2014
Summary Power Point Deck: 53 Slides
Reference Power Point Deck: 169 Slides

The purpose of this research is to provide readers with an initial understanding of financial advisor account aggregation & financial planning technology.

This research addresses the three historical phases of financial advisor account aggregation & financial planning technology, including:
  • Emergence Phase
  • Repositioning & Development Phase
  • Maturation Phase

This research addresses two overlapping segments, including:

  • Account Aggregation Technology
  • Financial Planning Technology

The research concludes with Tiburon's predictions for the future evolution of financial advisor account aggregation & financial planning technology:

  • Increased Spending on Financial Advisor Account Aggregation & Financial Planning Technology
  • Increasing Importance of Account Aggregation
  • Increasing Use of Financial Planning Applets
  • Improved Integration of Various Financial Advisor Technology Components
  • Growth in Client-Facing Collaborative Technology
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