FA Rebalancing Technology:
A Traditionally Manual Process Increasingly Automated

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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