This research will save your team weeks in determining if these platforms are a prospective custodian for your firm.

The Vantage Point Peaks for Custodian Platforms provides a deep dive into each custodian, including Schwab, Pershing, Fidelity, Altruist, Apex Fintech Solutions, Goldman Sachs, TradePMR, Hilltop Securities, Innovayte, and RBC. This comprehensive report covers:

• Investment Options
• Client Portal Experience
• Advisor Portal Experience
• Trading and Rebalancing
• Service Levels
• Integration Observations
• Artificial Intelligence
• and Additional Observations

The observations in this report are a result of the 219 criteria evaluated in our questionnaire, demonstrations of the platform, and interviews with current customers of the custodian.