FA Portfolio Accounting & Reporting Technology (FA Platform TAMPs):
The Technology Supporting the Managed Accounts Trend
Recently Released!!!
Date Published: July 25, 2022
Summary PowerPoint Deck: 252 Slides
Reference PowerPoint Deck: 938 Slides
The purpose of this research is to provide readers with a comprehensive understanding of financial advisor portfolio accounting & reporting technology (FA Platform TAMPs), including their historical development phases, market growth, leaders, and future predictions. Financial advisor portfolio accounting & reporting technology (FA Platform TAMPs) has emerged rapidly in recent years to rival the traditional financial advisor workstations as the core technology component for the next generation of fee-based financial advisors in both the independent and capitive channels. This research is a key part of Tiburon's broader research on financial advisor technology & outsourcing.
This research addresses the key historical phases of financial advisor portfolio accounting & reporting technology (FA Platform TAMPs), including:
Date Published: July 25, 2022
Summary PowerPoint Deck: 252 Slides
Reference PowerPoint Deck: 938 Slides
The purpose of this research is to provide readers with a comprehensive understanding of financial advisor portfolio accounting & reporting technology (FA Platform TAMPs), including their historical development phases, market growth, leaders, and future predictions. Financial advisor portfolio accounting & reporting technology (FA Platform TAMPs) has emerged rapidly in recent years to rival the traditional financial advisor workstations as the core technology component for the next generation of fee-based financial advisors in both the independent and capitive channels. This research is a key part of Tiburon's broader research on financial advisor technology & outsourcing.
This research addresses the key historical phases of financial advisor portfolio accounting & reporting technology (FA Platform TAMPs), including:
- Investment Management Firms Focus Phase
- Broker/Dealers Focus Phase
- Fee-Based Financial Advisors (RIAs) Focus Phase
- FA TAMPs Phase
- FA Platform TAMPs Phase
- FA Broker/Dealer & Custodian Systems
- FA Portfolio Accounting Technology
- FA Compliance Technology
- FA Rebalancing Technology
- FA Trade Order Management Systems
- FA Reporting Systems
- FA Billing Systems
- Investment Management Firms & Broker/Dealers Technology
- Fee-Based Financial Advisor (RIA) Technology
- FA Platform TAMPs
- FA Product TAMPs
- Substantial Growth of FA Portfolio Accounting & Reporting Technology (FA Platform TAMPs)
- FA Platform TAMPs to Continue to Bundle Best Single Point Solutions
- Fastest Growth for FA Platform TAMPs & FA Product TAMPs (Front-End Technology & Operations will be Critical to Success)
- Wirehouses to Outsource Technology and FA Platform TAMPs Potential to Replace Broker Workstations as Core Financial Advisor Technology
- Emerging International Opportunities for FA Platform TAMPs
- Private Equity Infusion & Consolidation of FA TAMPs
Tiburon Member Access:
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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:
