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.