Wealth & Investment Management Technology & Outsourcing Strategies

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.

Context Setting

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

Historical Phases

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

Market Growth & Leading Firms

This research summarizes the market growth & leading wealth & investment management technology and outsourcing strategies firms.

Category-by-Category Analysis

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

Tiburon's Predictions for the Future

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