Recently Released!!!
Date Published: March 2012
Comprehensive Power Point Deck: 905 Slides
Summary Power Point Deck: 99 Slides
The purpose of this research is to provide readers with an initial understanding of financial advisor technology & outsourcing strategies, including sales enabling technology, financial planning technology, asset allocation technology, data & research services, data download technology, trade order management systems, account aggregation technology, client relationship management systems, & financial advisor workstations.
This research addresses the three historical phases of financial advisor technology & outsourcing strategies, including:
- Generic Contact Management Software Phase
- Financial Advisor Specific Contact Management Software Phase
- Financial Advisor Specific ASP Models Phase
This historical account is followed by a category-by-category description of current financial advisor technologies and their related issues, including:
- Sales Enabling Technology
- Financial Planning Technology
- Asset Allocation Technology
- Portfolio Management Systems
- Data & Research Services
- Data Download Technology
- Trade Order Management Systems
- Account Aggregation Technology
- Client Relationship Management Systems
- Financial Advisor Workstations
The research concludes with Tiburon's predictions for the future evolution of financial advisor technology.
- Blurring of Line Between Financial Advisor Technology & Consumer Technology Solutions
- Improved Integration of Various Technology Components
- Increased Spending on Technology & Shift in View of Technology from Obstacle to Enabler
- Growing Dominance of Application Service Providers (ASP) Models
- Rapid Growth in Outsourcing
- Continued Financial Advisor Technology Consolidation
- Financial Advisor Technology Venture Capital Opportunities
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