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

Recently Released!!!
Date Published: August 4, 2017
Summary Power Point Deck: 84 Slides
Reference Power Point Deck: 940 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 market 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 predictions for the future of FA Product TAMPs, including: 

  • Moderate Growth of FA Product TAMPs
  • Growth in Models Business
  • Intersection with Investment Strategists Business
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.
Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Coming Soon
Coming Soon
Coming Soon

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.