Recently Released!!!
Date Published: July 20, 2022
Summary PowerPoint Deck: 56 Slides
Reference PowerPoint Deck: 241 Slides

The purpose of this research is to provide readers with a comprehensive understanding of FA client relationship management systems, including both enterprise systems and financial advisor systems. This research is part of Tiburon's broader coverage of financial advisor technology & outsourcing.

This research addresses the key historical phases of FA client relationship management systems, including:

• Emergence Phase
• Repositioning & Development Phase
• Maturation Phase

This historical account is followed by a category-by-category analysis of current FA client relationship management systems, their market sizes, their leading competitors, and their future predictions, including:

• Enterprise Client Relationship Management Systems
• FA Client Relationship Management Systems

And this research makes several future predictions for FA client relationship management systems, including:

• Substantial Growth in FA Client Relationship Management Systems
• Fastest Growth in Enterprise Client Relationship Management Systems
• Increasing Use of FA Client Relationship Management Systems
• Improved Integration of Various Financial Advisor Technology Components
• Growing Dominance of Application Service Providers (ASP) & Cloud Computing