Wealth & Investment Management Technology & Outsourcing Strategies:
Client Relationship Management, Financial Planning, & Portfolio Accounting Solutions Driving an Increasingly Sophisticated Technology Stack

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Date Published: January 18, 2023
Summary PowerPoint Deck: 465 Slides

Reference PowerPoint Deck: 2,380 Slides

The purpose of this research is to provide readers with a comprehensive understanding of wealth & investment management technology & outsourcing strategies, including wealth management technology (WealthTech), investment management technology (InvestTech), banking technology (deposits, lending, & payments), and insurance technology (InsurTech). This research is part of Tiburon's broader coverage of wealth & investment management tactical issues.

This research starts with a context setting chapter, addressing:
  • Financial Advisor Technology Role
  • Financial Advisor Technology Quality
  • Financial Advisor Technology Integration
  • Financial Advisor Technology Strategies
This research addresses the key historical phases of wealth & investment management technology & outsourcing strategies, including:
  • Portfolio Accounting & Reporting Phase
  • FA TAMPs (FA Product TAMPs) Phase
  • FA Platform TAMPs Phase
  • Comprehensive Platforms and Mobile & Client-Facing Collaborative Technology Phase
  • Continuing New Entrants, Consolidation, & Pending Initial Public Offerings (IPOs) Phase
This research summarizes the market growth & leading wealth & investment management technology firms.

This research also includes a category-by-category analysis of current wealth & investment management technologies, their market sizes, their leading competitors, and their expected developments, including:
  • Wealth Management Technology (WealthTech)
    • Brokerage Firm Technology
    • Financial Advisor Technology
      • FA Client Relationship Management Systems
      • FA Proposal Generation Software (Including Risk Technology)
      • FA Account Aggregation & Financial Planning Technology
      • FA Document Management & eSignature Systems
      • FA Data & Research Services
      • FA Broker/Dealer & Custodian Systems
      • FA Portfolio Accounting & Reporting Technology (FA Platform TAMPs)
      • FA Rebalancing Technology
      • FA Trade Order Management Systems
      • FA Compliance Systems
      • FA Billing Systems
      • FA Turnkey Asset Management Programs (FA Product TAMPs) & Model Marketplaces
      • FA Advisor & Investor Portals
      • FA Business Management Technologies
  • Investment Management Technology (InvestTech)
  • Banking Technology (Deposits, Lending, & Payments)
  • Insurance Technology (InsurTech)
The research concludes with Tiburon's predictions for the future of wealth & investment management technology & outsourcing strategies, including:
  • Substantial Growth in Wealth & Investment Management Technology & Outsourcing Strategies
  • Fastest Growth in Wealth Management Technology & Outsourcing Strategies (WealthTech)
  • Continual Substantial WealthTech Venture Capital
  • Improved Integration and Fastest Growth in FA Client Relationship Management Systems, FA Account Aggregation & Financial Planning Technology, and FA Portfolio Accounting & Reporting Technology (FA Platform TAMPs), with these Firms Becoming the Defacto Platforms and Other Single Point Solutions Struggling to Survive
  • Increasing Importance of Mobile Technology, Client-Facing Collaborative Technology, & Virtual Delivery
  • Continued Expansion of Investment Management Firms (as well as Custodians & Broker/Dealers) into Delivering Investment Management, Financial Advice, & Business Management Technology Products
  • Continuing Dominance of Core Systems Providers, Continuing Focus on Cyber Security, & Substantial Growth in Robotic Process Automation (RPA)
  • Continuing Emergence of Third-Party Development of Leading-Edge Modules & B2C FinTech Solutions, Often Leveraging Application Programming Interfaces (APIs) and Artificial Intelligence & Machine Learning (AI & ML)
  • Huge But More Mid-Term Potential in Blockchain Technology
  • Continual Substantial WealthTech Mergers & Acquisitions
  • Coming Wealth & Investment Management Technology Initial Public Offering (IPO) Wave
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