The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers
John O'Connell2025-04-23T19:42:51+00:00The Oasis Group recently released the second study of their Peaks Research series, which provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry. The reports are designed to help wealth management firms become more informed buyers when breaking away or looking for new wealthtech solutions.
The Peaks Research for AI Note Takers, sponsored by AdvisorEngine and available now for free download, is a comprehensive report that evaluates the role of AI Note Takers in the wealth management sector – specifically analyzing their impact on financial advisors and their teams – and provides an in-depth analysis on six AI note-taking solutions: FinMate, GReminders, Jump, Mili, Zeplyn, and Zocks.
Click the link below to read the full news release in Yahoo! Finance.