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

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 technology. This research is part of Tiburon's broader coverage of financial advisor account aggregation & financial planning technology, and its even broader coverage of financial advisor technology & outsourcing.

This research addresses the key historical phases of financial advisor account aggregation technology, including:
  • Screen Scraping Phase
  • Dynamic Phase
  • Data Privacy Debate Phase
This research addresses two overlapping segments of financial advisor account aggregation technology, including:
  • GIPS Compliant
  • Non-GIPS Compliant
The research concludes with Tiburon's predictions for the future evolution of financial advisor account aggregation technology, including:
  • Substantial Growth in Financial Advisor Account Aggregation Technology
  • Fastest Growth in GIPS Compliant Account Aggregation
  • Increasing Regulation Regarding Consumer Data Privacy
Member Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.