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

Recently Released!!!
Date Published: August 03, 2018
Summary Power Point Deck: 51 Slides
Reference Power Point Deck: 456 Slides

The purpose of this research is to provide readers with an initial understanding of proposal generation software.

This research addresses the three historical phases of proposal generation software, including:
  • Emergence Phase
  • Repositioning & Development Phase
  • Maturation Phase

This historical account is followed by an explanation of the four overlapping components, including:

  • Client Profiling
  • Risk Assessment
  • Asset Allocation
  • Portfolio Construction

The research concludes with Tiburon's predictions for the future evolution of proposal generation software, including:

  • Increased Spending on Financial Advisor Proposal Generation Software
  • 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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