Peaks Research for Custodian Platforms
The first study of The Oasis Group’s Peaks Research series is the Peaks Research for Custodian Platforms, which focuses on the registered investment adviser and broker-dealer custodian market and is available to RIA and BD executives, as well as family offices and private wealth firms, interested in new custodian relationships. 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’s Peaks Research series provides in-depth reports on a range of industry service providers so that wealth management firms are more informed buyers. While the wealth management marketplace has several opinion-based research studies, The Oasis Group’s research is based on a comparison of the capabilities of each service provider as reported by the provider and their customers.
The Peaks Research for Custodian Platforms features a comprehensive overview of the custodian market, as well as in-depth reports on each custodian, including Schwab, Pershing, Fidelity, Altruist, Apex Fintech Solutions, Goldman Sachs, TradePMR, Hilltop Securities, Innovayte, and RBC Clearing & Custody.
Click the button below to purchase the full report, featuring the Peaks Perspective Chart for custodian platforms, an in-depth, empirical, competitive analysis of the leading custodians, and more.
