The Oasis Group earned the highest client satisfaction rating in the Data Warehouse Services category of the 2025 Software Survey from T3 Technology Tools for Today and Inside Information, the leading advisor software survey and report in the wealth management industry produced by Joel Bruckenstein and Bob Veres. The Oasis Group earned a 9.00 average rating: “Anything above 8.0 is extraordinary and above 9.0 is rare,” the report noted.
