FA Account Aggregation & Financial Planning Technology:

Technology Powering One of Financial Advisors’ Most Important Roles

Recently Released!!!
Date Published: July 22, 2022
Summary PowerPoint Deck: 77 Slides
Reference PowerPoint Deck: 350 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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