FA Enterprise Workstations:
Critical Technology for Financial Advisors
Recently Released!!!
Date Published: January 20, 2022
Summary PowerPoint Deck: 43 Slides
Reference PowerPoint Deck: 210 Slides
The purpose of this research is to provide readers with a comprehensive understanding of enterprise workstations. This is part of Tiburon's broader coverage of FA advisor & investor portals and its even broader coverage of financial advisor technology & outsourcing.
This research addresses the key historical phases of financial advisor enterprise workstations, including:
Date Published: January 20, 2022
Summary PowerPoint Deck: 43 Slides
Reference PowerPoint Deck: 210 Slides
The purpose of this research is to provide readers with a comprehensive understanding of enterprise workstations. This is part of Tiburon's broader coverage of FA advisor & investor portals and its even broader coverage of financial advisor technology & outsourcing.
This research addresses the key historical phases of financial advisor enterprise workstations, including:
- Morningstar's Advisor Workstation Phase
- Middle Phase
- Competitors Enter Phase
This historical account is followed by an analysis of the market size and leading competitors.
The research concludes with Tiburon's predictions for the future evolution of financial advisor enterprise workstations, including:
- Moderate Growth in Enterprise Workstations
- Integration with Custodial Download
- Addition of Financial Modules
- Potential Competition From FA Platform TAMPs
Tiburon Member Access:
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:
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:
