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