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The purpose of this report is to provide readers with an initial understanding of financial advisor technology & outsourcing strategies, including sales enabling technology, financial planning technology, asset allocation technology, trade order management systems, data & research services, data download technology, portfolio management technology, account aggregation technology, contact management systems, & financial advisor workstations. The report begins by addressing the four phases of financial advisor technology. This historical account is followed by a category-by-category description of current financial advisor technologies and their related issues. The report concludes with Tiburon’s predictions for the future evolution of financial advisor technology. This is the second draft of Tiburon’s research on this topic... More
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