FA Portfolio Management & Reporting Technology:
Managing Accounts on the Back-End

Recently Released!!!
Date Published: August 30, 2018
Summary Power Point Deck: 33 Slides
Reference Power Point Deck: 384 Slides

The purpose of this research is to provide readers with an initial understanding of financial advisor portfolio management & reporting technology, including the portfolio management, data download, & preformance reporting components.

This research addresses the three historical phases of financial advisor portfolio management & reporting technology, including:
  • Emergence Phase
  • Repositioning & Development Phase
  • Maturation Phase

This historical account is followed by an analysis of the four overlapping technologies, including:

  • Portfolio Management
  • Data Download
  • Reconciliation
  • Performance Reporting

The research concludes with Tiburon's predictions for the future evolution of financial advisor portfolio management & reporting technology, including:

  • Increased Spending on Financial Advisor Portfolio Management, Data Download, Reconciliation, & Performance Reporting Technologies
  • Growing Dominance of Application Service Providers (ASP) & Cloud Computing
  • Rapid Growth in Outsourcing Solutions
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