FA Product TAMPs:
The Investment Management Platforms Supporting the Managed Accounts Trend

Recently Released!!!
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 product turnkey asset management programs (FA Product TAMPs), including their historical development phases, market growth, leaders, and future predictions. FA Product TAMPs supported the move of some independent advisors into managed accounts. This research, along with Tiburon's research on FA Platform 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 market growth & leaders in the FA Product TAMPs market.

This research concludes with several future predictions for FA Product TAMPs, including:
  • Moderate Growth of FA Product TAMPs
  • Growth in Models Business
  • Intersection with Investment Strategists Business


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