Online Tools & Advice


	Online Tools & Advice: The Intersection of Technology & Self-Service

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Date Published: December 2011
258 Slides

The purpose of this research is to provide readers with an initial understanding of the online tools & advice market, including web-based technologies serving both consumers and/or financial advisors. This market is dynamic, as consumer-oriented and financial advisor-oriented products are being consolidated, and traditional software products are increasingly being moved to the web. This research also includes copies of the profiles of the firms included in Tiburon's related financial services industry technology and financial advisor technology research topics.

This research defines five distinct markets segments including:

Computer Hardware
Software
Web Services
Communication Equipment
Other Technology: Transcription Services, Voice Recognition Systems, Collaborative Technology, Paperless Office

And this research makes the following future predictions for the Online Tools & Advice industry, including:

Growing Personal Computer, Internet & Broadband Access Usage
Blurring of Line Between Financial Advisor & Consumer Technology Solutions
Rising Online Financial Services Activity & Parallel Need for in Person Advice
Continued Tools & Advice Companies Consolidation
Online Tools & Advice Venture Capital Opportunities

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