FA Turnkey Asset Management Programs (FA Product TAMPs) & Model Marketplaces:
The Investment Management Platforms & Marketplaces Supporting the Managed Accounts Trend

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Date Published: July 26, 2022
Summary PowerPoint Deck: 116 Slides
Reference PowerPoint Deck: 833 Slides

The purpose of this research is to provide readers with a comprehensive understanding of financial advisor turnkey asset management programs (FA Product TAMPs) & model marketplaces, including their key driving factors, historical development phases, market segments, and future predictions. FA Product TAMPs supported the move of some independent advisors into managed accounts. This research is a key part of Tiburon's broader research on financial advisor technology & outsourcing.

This research addresses the key historical phases of FA Product TAMPs & model marketplaces, including:
  • FA Product TAMPs Phase
  • FA Platform TAMPs Phase
  • Model Marketplaces Phase
This research addresses the key market segments, including:
  • FA Product TAMPs
  • Model Marketplaces
This research concludes with several future predictions for FA Product TAMPs & model marketplaces, including:
  • Moderate Growth of FA Product TAMPs & Model Marketplaces
  • Fastest Growth in Models Business & Intersection with Investment Strategists Business

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