$20,000.00 USD

Vantage Point Peaks for Custodian Platforms

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.