FA Workstations:
Critical Technology for Financial Advisors

Recently Released!!!
Date Published: October 25, 2016
Summary Power Point Deck: 25 Slides
Reference Power Point Deck: 186 Slides

The purpose of this research is to provide readers with an initial understanding of financial advisor workstations, including enterprise workstations & financial advisor workstations.

This research addresses the three historical phases of financial advisor workstations, 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:

  • Enterprise Workstations
  • Independent Advisor Workstations

The research concludes with Tiburon's predictions for the future evolution of financial advisor workstations, including:

  • Increased Spending on Financial Advisor Workstations
  • Improved Integration of Various Financial Advisor Technology Components
  • Growth in Client-Facing Collaborative Technology
  • Growing Dominance of Application Service Providers (ASP) & Cloud Computing
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