FA Advisor & Investor Portals:
Critical Technology for Financial Advisors

Recently Released!!!
Date Published: January 20, 2022
Summary PowerPoint Deck: 42 Slides
Reference PowerPoint Deck: 209 Slides

The purpose of this research is to provide readers with a comprehensive understanding of FA advisor & investor portals, including enterprise workstations & independent advisor workstations. This research is part of Tiburon's broader coverage of financial advisor technology & outsourcing.

This research addresses the key historical phases of FA advisor & investor portals, including:
  • Emergence Phase
  • Repositioning & Development Phase
  • Maturation Phase

This historical account is followed by a category-by-category analysis of current FA advisor & investor portals, their market sizes, their leading competitors, and their expected developments, including:

  • Enterprise Workstations
  • Independent Advisor Workstations

The research concludes with Tiburon's predictions for the future evolution of FA advisor & investor portals, including:

  • Moderate Growth of FA Advisor & Investor Portals
  • Fastest Growth in Enterprise Workstations
  • Improved Integration of Various Financial Advisor Technology Components
  • Growth in Client-Facing Collaborative Technology
  • Growing Dominance of Application Service Providers (ASP) & Cloud Computing

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