Financial Advisor Financial Planning 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 financial planning technology.

This research addresses the three historical phases of financial advisor financial planning technology, including:
  • Financial Planning Workbooks Phase
  • Comprehensive Financial Planning Software Phase
  • Modular Planning Software Phase
This research addresses two overlapping segments, including:
  • Comprehensive Financial Planning
  • Financial Planning Applets
The research concludes with Tiburon's predictions for the future evolution of financial advisor financial planning technology:
  • Prevalence of Modular Programs
  • Move to ASP Models
  • Increased Private Labeling
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