FA Technology & Outsourcing Strategies:
Leading Edge Financial Advisor Technology & Outsourcing Strategies
Date Published: January 9, 2019
Summary PowerPoint Deck: 105 Slides
Reference PowerPoint Deck: 646 Slides
The purpose of this research is to provide readers with a comprehensive understanding of financial advisor technology & outsourcing strategies, including client relationship management systems; account aggregation & financial planning technology; proposal generation software; data & research services; portfolio management & reporting technology; rebalancing technology; trade order management systems; turnkey asset management programs (TAMPs); & financial advisor workstations. This is part of Tiburon's coverage of financial advisor tactical issues.
This research addresses the key historical phases of financial advisor technology & outsourcing strategies, including:
This historical account is followed by a category-by-category analysis of current financial advisor technologies, their market sizes, their leading competitors, and their expected developments, including:
- Emergence Phase
- Repositioning & Development Phase
- Maturation Phase
The research concludes with Tiburon's predictions for the future evolution of financial advisor technology & outsourcing strategies, including:
- FA Client Relationship Management Systems
- FA Account Aggregation & Financial Planning Technology
- FA Proposal Generation Software
- FA Data & Research Services
- FA Portfolio Management & Reporting Technology
- FA Rebalancing Technology
- FA Trade Order Management Systems
- FA Turnkey Asset Management Programs (FA TAMPs)
- FA Workstations
- Increased Spending on Financial Advisor Technology
- Emergence of Document Management, Compliance, and Accounting & Management Reporting Systems
- Improved Integration of Various Financial Advisor Technology Components
- Increasing Importance of Mobile Technology
- Growth in Client-Facing Collaborative Technology
- Growing Dominance of Application Service Providers (ASP) & Cloud Computing
- Rapid Growth in Outsourcing Solutions
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