Recently Released!!!
Date Published: July 25, 2022
Summary PowerPoint Deck: 252 Slides
Reference PowerPoint Deck: 1,148 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor portfolio accounting & reporting technology (FA Platform TAMPs), including their historical development phases, market growth, leaders, and future predictions. Financial advisor portfolio accounting & reporting technology (FA Platform TAMPs) has emerged rapidly in recent years to rival the traditional financial advisor workstations as the core technology component for the next generation of fee-based financial advisors in both the independent and capitive channels. This research is a key part of Tiburon's broader research on financial advisor technology & outsourcing.

This research addresses the key historical phases of financial advisor portfolio accounting & reporting technology (FA Platform TAMPs), including:

• Investment Management Firms Focus Phase
• Broker/Dealers Focus Phase
• Fee-Based Financial Advisors (RIAs) Focus Phase
• FA TAMPs Phase
• FA Platform TAMPs Phase

This research outlines the core components of portfolio accounting & reporting technology (FA Platform TAMPs), including:

• FA Broker/Dealer & Custodian Systems
• FA Portfolio Accounting Technology
• FA Compliance Technology
• FA Rebalancing Technology
• FA Trade Order Management Systems
• FA Reporting Systems
• FA Billing Systems

This research outlines the financial advisor portfolio accounting & reporting technology (FA Platform TAMPs) market segments, including:

• Investment Management Firms & Broker/Dealers Technology
• Fee-Based Financial Advisor (RIA) Technology
• FA Platform TAMPs
• FA Product TAMPs

This research concludes with several future predictions for financial advisor portfolio accounting & reporting technology (FA Platform TAMPs), including:

• Substantial Growth of FA Portfolio Accounting & Reporting Technology (FA Platform TAMPs)
• FA Platform TAMPs to Continue to Bundle Best Single Point Solutions
• Fastest Growth for FA Platform TAMPs & FA Product TAMPs (Front-End Technology & Operations will be Critical to Success)
• Wirehouses to Outsource Technology and FA Platform TAMPs Potential to Replace Broker Workstations as Core Financial Advisor Technology
• Emerging International Opportunities for FA Platform TAMPs
• Private Equity Infusion & Consolidation of FA TAMPs