Wealth & Investment Management Technology & Outsourcing Strategies:
Client Relationship Management, Financial Planning, & Portfolio Accounting Solutions Driving an Increasingly Sophisticated Technology Stack
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 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:
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:
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 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
- 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 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 Rebalancing Technology
- FA Trade Order Management Systems
- FA Compliance Systems
- FA Billing Systems
- FA Turnkey Asset Management Programs (TAMPs) & Model Marketplaces
- FA Advisor & Investor Portals
- FA Business Management Technologies
- Investment Management Technology (InvestTech)
- Banking Technology (Deposits, Lending, & Payments)
- Insurance Technology (InsurTech)
- 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, 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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Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
