FA Technology & Outsourcing Strategies:
Leading Edge Financial Advisor Technology & Outsourcing Strategies

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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:
  • Emergence Phase
  • Repositioning & Development Phase
  • Maturation Phase
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:
  • 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
The research concludes with Tiburon's predictions for the future evolution of financial advisor technology & outsourcing strategies, including:
  • 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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