Brokerage Technology:

Supporting Brokerage Firm Technology Needs

Recently Released!!!
Date Published: July 11, 2024
Summary PowerPoint Deck: 511 Slides
Reference PowerPoint Deck: 2,616 Slides


The purpose of this research is to provide readers with a comprehensive understanding of brokerage technology. The research includes a history of the market, an analysis of leading players by segment, and predictions for the future of brokerage 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 brokerage technology, including:
  • Emergence Phase
  • Middle Phase
  • Recent Phase
This research defines key distinct market segments of brokerage technology, including:
  • Commissions Accounting Technologies
    • Broker Desktop & Trading Systems
    • Transaction Processing Systems
    • Trade Order Management Systems
  • Managed Accounts Technologies
    • Reporting Technology
  • Clearing Broker Technologies
    • Custody Technologies
  • Infrastructure Technologies
    • Electronic Commerce Technologies
    • Risk Management & Compliance Reporting Systems Technologies
    • Statements & Investor Communications Technologies
    • Corporate Actions Technologies
    • Brokerage Billing Technologies
    • Anti-Money Laundering Systems Technologies

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

  • Substantial Growth in Brokerage Technology
  • Fastest Growth in Managed Accounts Technology


























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