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Financial Advisor Account Aggregation & Financial Planning Technology:
Technology Powering One of Financial Advisors' Most Important Roles
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Recently Released!!!
Date Published: July 22, 2022
Summary PowerPoint Deck: 76 Slides
Reference PowerPoint Deck: 346 Slides
The purpose of this research is to provide readers with a comprehensive understanding of financial advisor account aggregation & financial planning technology. This research is part of Tiburon's broader coverage of financial advisor technology & outsourcing.
This research addresses the key historical phases of financial advisor account aggregation & financial planning technology, including:
- Emergence Phase
- Repositioning & Development Phase
- Maturation Phase
This research addresses two overlapping segments of financial advisor account aggregation & financial planning technology, including:
- Financial Advisor Account Aggregation Technology
- Financial Advisor Financial Planning Technology
The research concludes with Tiburon's predictions for the future evolution of financial advisor account aggregation & financial planning technology, including:
- Substantial Growth in Financial Advisor Account Aggregation & Financial Planning Technology
- Fastest Growth in Financial Advisor Account Aggregation Technology
- Growth in Client-Facing Collaborative Technology
- Consolidation of Financial Advisor Account Aggregation & Financial Planning Technology
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Member Access
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Public Access
Please click on the Table of Contents icon below to see more details of this research.
Media Access
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If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.
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