Financial Advisor Account Aggregation Technology:
Technology Powering One of the Most Important Roles of Financial Advisors

Recently Released!!!
Date Published: January 4, 2019
Summary PowerPoint Deck: 37 Slides

Reference PowerPoint Deck: 179 Slides

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

This research addresses the three historical phases of financial advisor account aggregation technology, including:
  • Screen Scraping Phase
  • Dynamic Phase
  • Account Aggregation Debate Phase
This research addresses two overlapping segments, including:
  • Screen Scraping
  • Historical Data Aggregation
The research concludes with Tiburon's predictions for the future evolution of financial advisor account aggregation & financial planning technology:
  • Continual High Value
  • Existence of Growth Inhibition
  • Targeted Towards Financial Advisors Market
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