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The Oasis Group Peaks Research
The Oasis Group Peaks for Wealth Platforms
The Oasis Group Peaks for Wealth Platforms features a comprehensive overview of the wealth management platforms, including Addepar, Advisor360°, AdvisorEngine, Advyzon, D1g1t, Envestnet, Masttro, Orion, Private Wealth Systems, SS&C Black Diamond.
Our research represents over $25 trillion in assets under administration, providing you with a significant and relevant market perspective.
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Get Your Copy TodayThe Oasis Group Peaks for Custodian Platforms
While the wealth management marketplace has several opinion-based research studies, The Oasis Group’s research is based on reported capabilities by the custodian, validated through demonstration and customer interviews.
Our research provides wealth management executives with an empirical analysis of the leading custodians’ capabilities, as well as an unbiased comparison of each custodian’s capabilities relative to others in the marketplace.
The Oasis Group Peaks for Custodian Platforms
The Oasis Group Peaks for Custodian Platforms features a comprehensive overview of custodian market, including Schwab, Pershing, Fidelity, Altruist, Apex Fintech Solutions, Goldman Sachs, Trade PMR, Hilltop Securities, Innovayte, and RBC.
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