FA Advisor & Investor Portals:
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 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:
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 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
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:
