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FA Rebalancing Technology:
A Traditionally Manual Process Increasingly Automated
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Recently Released!!!
Date Published: July 26, 2022
Summary PowerPoint Deck: 27 Slides
Reference PowerPoint Deck: 159 Slides
The purpose of this research is to provide readers with a comprehensive understanding of FA rebalancing technology. This research is part of Tiburon's broader coverage of financial advisor technology & outsourcing.
This research addresses the key historical phases of financial advisor rebalancing technology, including:
- Emergence Phase
- Repositioning & Development Phase
- Maturation Phase
This historical account is followed by a category-by-category analysis of current financial advisor rebalancing technologies, including:
- Market Segment #1
- Market Segment #2
The research concludes with future predictions for financial advisor rebalancing technology, including:
- Moderate Growth in FA Rebalancing Technology
- Integration with Financial Advisor Trade Order Management Systems
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