Wealth & Investment Management Technology & Outsourcing Strategies:

Client Relationship Management, Financial Planning, & Portfolio Accounting Solutions Driving an Increasingly Sophisticated Technology Stack

Recently Released!!!
Date Published: January 2, 2026
Summary PowerPoint Deck: 537 Slides
Reference PowerPoint Deck: 1,891 Slides

The purpose of this research is to provide readers with a comprehensive understanding of wealth & investment management technology & outsourcing strategies. The report also includes some basic coverage of banking technology & outsourcing strategies (e.g., deposits, lending, & payments) and insurance technology & outsourcing strategies (InsurTech). This research is part of Tiburon's broader coverage of wealth & investment management business strategies.

This research starts with a context setting chapter, addressing:
  • Wealth Management Firms Technology Role
  • Wealth Management Firms Technology Quality
  • Wealth Management Firms Technology Integration
  • Wealth Management Firms Technology Strategies
This research addresses the key historical phases of wealth & investment management technology & outsourcing strategies, including:
  • Portfolio Accounting & Reporting Phase
  • TAMPs (Product TAMPs) Phase
  • 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 and outsourcing strategies firms.

This research also includes a category-by-category analysis of current financial services industry technology & outsourcing strategies, their market sizes, their leading competitors, and their expected developments, including:
  • Banking Technology (Deposits, Lending, & Payments) & Outsourcing Strategies
  • Insurance Technology (InsurTech) & Outsourcing Strategies
  • Wealth & Investment Management Technology
    • Wealth Management Technology (WealthTech) & Outsourcing Strategies
      • Brokerage Firms Technology & Outsourcing Strategies
      • Independent 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 Rebalancing Technology
        • FA Trade Order Management Systems
        • FA Compliance Systems
        • FA Billing Systems
        • FA Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs)
        • FA Advisor & Investor Portals
        • FA Business Management Technologies
    • Investment Management Firms Technology (InvestTech) & Outsourcing Strategies
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)
  • Improved Integration and Fastest Growth in Wealth Management Firm Client Relationship Management Systems, Wealth Management Firm Account Aggregation & Financial Planning Technology, and Wealth Management Firm Portfolio Accounting & Reporting Technology (WM Firm 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 Cybersecurity, & 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), Artificial Intelligence & Machine Learning (AI & ML), and Workflow Technology
  • Huge But More Mid-Term Potential in Blockchain Technology
  • Continual Substantial Number of WealthTech Venture Capital Investments
  • Continual Substantial Number of WealthTech Mergers & Acquisitions
  • Coming Wealth & Investment Management Technology Initial Public Offering (IPO) Wave

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