Independent Advisor Workstations:
Critical Technology for Financial Advisors

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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 independent advisor 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 independent advisor workstations, including:
  • Early Phase
  • Middle Phase
  • Recent 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 independent advisor workstations, including:

  • Moderate Growth of Independent Advisor Workstations
  • Future Prediction #2

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