FA Account Aggregation 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 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:
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 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
- GIPS Compliant
- Non-GIPS Compliant
- Substantial Growth in Financial Advisor Account Aggregation Technology
- Fastest Growth in GIPS Compliant Account Aggregation
- Increasing Regulation Regarding Consumer Data Privacy
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
