Financial Advisor Proposal Generation Software (Including Risk Technology):
Client Profiling, Risk Assessment, Asset Allocation, & Portfolio Construction Technology

Recently Released!!!
Date Published: July 22, 2022
Summary PowerPoint Deck: 51 Slides

Reference PowerPoint Deck: 559 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor proposal generation software, including client profiling technology, risk assesment technology, asset allocation technology, & portfolio construction technology. This research is part of Tiburon's broader coverage of financial advisor technology & oursourcing.

This research addresses the key historical phases of financial advisor proposal generation software (including risk technology), including:
  • Emergence Phase
  • Repositioning & Development Phase
  • Maturation Phase
This historical account is followed by an explanation of the four overlapping components of financial advisor proposal generation software (including risk technology), including:
  • FA Client Profiling Technology
  • FA Risk Assesment Technology
  • FA Asset Allocation Technology
  • FA Portfolio Construction Technology
And this research makes several future predictions for financial advisor proposal generation software (including risk technology), including:
  • Moderate Growth for Financial Advisor Proposal Generation Software (Including Risk Technology)
  • Increasing Integration into Turnkey Asset Management Programs (TAMPs) & Financial Advisor Workstations
  • Growth in Client-Facing Collaborative Technology
  • Growing Dominance of Application Service Providers (ASP) & Cloud Computing
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