Financial Advisor Technology & Outsourcing Strategies:
Leading Edge Financial Advisor Technology & Outsourcing Strategies

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Date Published: September 3, 2015
Summary Power Point Deck: 59 Slides
Reference Power Point Deck: 577 Slides

The purpose of this research is to provide readers with an initial understanding of financial advisor technology & outsourcing strategies, including client relationship management systems; account aggregation & financial planning technology; proposal generation software; data & research services; portfolio management & reporting technology; rebalancing technology; trade order management systems; turnkey asset management programs (TAMPs); & financial advisor workstations.

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

This historical account is followed by a category-by-category analysis of current financial advisor technologies, their market sizes, their leading competitors, and their expected developments, including:

  • Client Relationship Management Systems
  • Account Aggregation & Financial Planning Technology
  • Proposal Generation Software
  • Data & Research Services
  • Portfolio Management & Reporting Technology
  • Rebalancing Technology
  • Trade Order Management Systems
  • Turnkey Asset Management Programs (TAMPs)
  • Financial Advisor Workstations

The research concludes with Tiburon's predictions for the future evolution of financial advisor technology & outsourcing strategies:

  • Increased Spending on Financial Advisor Technology
  • Increasing Importance of Mobile Technology
  • Growth in Client-Facing Collaborative Technology
  • Blurring Line Between Consumer & Financial Advisor Technologies
  • Improved Integration of Various Financial Advisor Technology Components
  • Emergence of Document Management, Compliance, and Accounting & Management Reporting Systems
  • Growing Dominance of Application Service Providers (ASP) & Cloud Computing
  • Rapid Growth in Outsourcing Solutions
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