Recently Released!!!
Date Published: July 25, 2022
Summary PowerPoint Deck: 44 Slides
Reference PowerPoint Deck: 211 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor broker/dealer & custodian 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 as well as its coverage of independent reps & fee-based financial advisors (RIAs).

This research addresses the key historical phases of financial advisor broker/dealer & custodian systems, including:

• Emergence Phase
• Repositioning & Development Phase
• Maturation Phase

This research summarizes the market growth & leading financial advisor broker/dealer & custodian systems firms.

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

• FA Broker/Dealer Systems
• FA Custodian Systems

And this research makes several future predictions for financial advisor broker/dealer & custodian systems, including:

• Substantial Growth in FA Broker/Dealer & Custodian Systems
• Fastest Growth in Custodian Systems
• Increased Customization