Wealth & Investment Management Technology & Outsourcing Strategies

Tiburon Strategic Advisors. (2026). Wealth & investment management technology & outsourcing strategies. Tiburon Strategic Advisors.

• Tiburon Strategic Advisors released a new Tiburon Written Research topic on wealth and investment management technology and outsourcing strategies, with additional basic coverage of banking technology (deposits, lending, and payments) and insurance technology (InsurTech).

• The report frames the subject through five historical phases: portfolio accounting and reporting, product TAMPs, platform TAMPs, comprehensive platforms with mobile and client-facing collaborative technology, and a current phase of new entrants, consolidation, and pending IPOs.

• It provides a category-by-category analysis of more than twenty technology and outsourcing categories, covering their market sizes, leading competitors, and expected developments across banking, insurance, brokerage, independent advisor, and investment management technology.

• Advisor-facing categories analyzed include CRM, proposal generation and risk technology, account aggregation and financial planning, document management and eSignature, portfolio accounting and reporting, rebalancing, trade order management, compliance, billing, and TAMPs, model marketplaces, and OCIOs.

• Tiburon predicts substantial overall growth with the fastest growth in wealth management technology (WealthTech), and expects wealth management firm platform TAMPs to become the defacto platforms while single point solutions struggle to survive.

• Further predictions include the growing importance of mobile and virtual delivery, continued dominance of core systems providers, substantial growth in robotic process automation, and third-party development of modules leveraging APIs, artificial intelligence and machine learning, and workflow technology.

• Tiburon also forecasts mid-term potential in blockchain and a coming wave of WealthTech IPOs alongside continued venture capital investment and mergers and acquisitions, part of a research library now covering over 2,400 topics and company profiles.