Recently Released!!!
Date Published: March 1, 2022
Summary PowerPoint Deck: 48 Slides
Reference PowerPoint Deck: 241 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor business management technologies. 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 business management technologies, including:

• Accounting Phase
• Accounting & Payroll Phase
• Business Management Technologies Phase

This research summarizes the market growth & leading financial advisor business management technologies firms.

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

• Cloud Hosting Solutions
• Cybersecurity Resources
• Password Management Tools
• Remote Transcription Services
• Scheduling Apps
• Accounting
• Miscellaneous Tools

The research concludes with Tiburon's predictions for the future financial advisor business management technologies, including:

• Substantial Growth in Financial Advisor Business Management Technologies
• Fastest Growth in Cybersecurity Resources