FA 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 financial planning 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 financial planning technology, including:
  • Financial Planning Workbooks Phase
  • Comprehensive Financial Planning Software Phase
  • Modular Planning Software Phase
This research addresses two overlapping segments of financial advisor financial planning technology, including:
  • Comprehensive Financial Planning
  • Financial Planning Applets
The research concludes with Tiburon's predictions for the future evolution of financial advisor financial planning technology, including:
  • Substantial Growth in Financial Advisor Financial Planning Technology
  • Increasing Use of Financial Planning Applets
  • Continuing Move to ASP Models
  • Increased Private Labeling
  • Increase in Proprietary Systems


































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