FA Platform TAMPs:
The Technology Platforms Supporting the Managed Accounts Trend

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Date Published: July 10, 2019
Summary PowerPoint Deck: 81 Slides
Reference PowerPoint Deck: 945 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor platform turnkey asset management programs (FA Platform TAMPs), including their historical development phases, market growth, leaders, and future predictions. FA Platform TAMPs have emerged rapidly in recent years to rival the traditional financial advisor workstations as the core technology component for the next generation of fee-based financial advisors in both the independent and capitive channels. This research, along with Tiburon's research on FA Product TAMPs, supports Tiburon's broader coverage of FA Turnkey Asset Management Programs (FA TAMPs), and Tiburon's even broader coverage of financial advisor technology.

This research addresses the growth & leaders in the FA Platform TAMPs market.
This research concludes with several future predictions for FA Platform TAMPs, including:
  • Rapid Growth of FA Platform TAMPsPlatform TAMPs
  • Wirehouses to Outsource Technology to FA Platform TAMPs
  • Potential to Replace Broker Workstations as Core Financial Advisor Technology


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