Recently Released!!!
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