John O’Connell Featured in PlanAdviser: Matching a Wealth Platform to a Firm’s Business Model
The Oasis Group’s Peaks Research for Wealth Platforms was highlighted and John O’Connell was quoted in this article from PlanAdviser, where he emphasizes that wealth management firms selecting technology platforms should focus on finding tools that match their business model, not just those with the flashiest features. The wealth platforms research highlights three main takeaways: firms must match platform capabilities to use cases; define detailed requirements before evaluating sellers; and ensure platforms manage multi-custodian operations effectively. John also cautions firms not to be swayed by polished software demonstrations that are “always going to look good.”
