Recently Released!!!
Date Published: October 10, 2022
Summary PowerPoint Deck: 85 Slides
Reference PowerPoint Deck: 262 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor billing systems. This research is part of Tiburon's broader coverage of financial advisor technology & outsourcing and its even broader coverage of financial advisor tactical issues.

This research addresses the key historical phases of financial advisor billing systems, including:

• Emergence Phase
• Managed Account Programs Billing Phase
• Financial Planning (Hourly & Monthly) Phase

This research summarizes the market growth & leading financial advisor billing systems firms.

This research also includes a category-by-category analysis of current financial advisor billing systems, their market sizes, their leading competitors, and their expected developments, including:

• Managed Accounts Billing Systems
• Financial Planning (Hourly & Monthly) Billing Systems

The research concludes with Tiburon's predictions for the future of financial advisor billing systems, including:

• Substantial Growth in Financial Advisor Billing Systems
• Fastest Growth in Financial Planning (Hourly & Monthly) Billing Systems