Wealth Management Firm 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: 52 Slides
Reference PowerPoint Deck: 560 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:
Date Published: July 22, 2022
Summary PowerPoint Deck: 52 Slides
Reference PowerPoint Deck: 560 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
- FA Client Profiling Technology
- FA Risk Assesment Technology
- FA Asset Allocation Technology
- FA Portfolio Construction Technology
- 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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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:
