Financial Advisor Rebalancing Technology:
A Traditionally Manual Process Increasingly Automated

Recently Released!!!
Date Published: July 31, 2014
Summary Power Point Deck: 44 Slides
Reference Power Point Deck: 151 Slides

The purpose of this research is to provide readers with an initial understanding of financial advisor rebalancing technology.

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

  • Rebalancing Technology
  • Segment #2

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

  • Increased Spending on Financial Advisor Rebalancing Technology
  • 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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