Investment Management Technology:

Supporting Investment Management Firm Technology Needs

Recently Released!!!
Date Published: January 17, 2024
Summary PowerPoint Deck: 500 Slides
Reference PowerPoint Deck: 2,390 Slides

The purpose of this research is to provide readers with a comprehensive understanding of investment management technology. The research includes a history of the market, an analysis of leading players by segment, and predictions for the future of investment management technology. This research is part of Tiburon's broader coverage of wealth & investment management technology & outsourcing strategies.

This research addresses the key historical phases of investment management technology, including:
  • Emergence Phase
  • Middle Phase
  • Recent Phase
This research defines key distinct market segments of investment management technology, including:
  • Fund Accountants
  • Managed Account Systems
  • Transfer Agents
  • Trade Order Management Systems
  • Prime Brokers
  • Institutional Custodians
  • Performance Management & Attribution Systems
  • Client Reporting Systems

And this research makes several future predictions for investment management technology, including:

  • Substantial Growth in Investment Management Technology
  • Fastest Growth in Institutional Custodians

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