This white paper from The Oasis Group, sponsored by Jump, examines agentic AI in the wealth management industry and outlines how to prioritize process discipline before deploying AI agents. Discover how to harness the transformative potential of agentic AI while safeguarding fiduciary duty and brand reputation.
This white paper from The Oasis Group examines the current state of AI adoption in the wealth management industry, addresses the legitimate concerns advisors have about job displacement, and provides a roadmap for firms looking to harness AI's power while maintaining the human touch that clients value most.
Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2025 Wealth Management EDGE Conference.
Wealth management firms handle significant amounts of personally identifiable information, and the selection of an AI solution requires careful consideration. This comprehensive analysis compares two leading AI platforms, Microsoft Copilot and ChatGPT, across subscription options, costs, security features, and considerations specific to financial services firms.
This white paper provides a comprehensive analysis of leading cloud storage and analytics platforms available to wealth management firms, along with tailored recommendations for firms at different AUM tiers.
Access this white paper from The Oasis Group and WealthManagement.com, housing insights from this CTO Think Tank held at the 2024 RIA Edge West Conference.
Access an insightful white paper for wealth management firms, CTOs, and technology leaders, housing insights from the CTO Think Tank hosted by The Oasis Group and WealthManagement.com at the 2024 Wealth Management EDGE Conference.
Wealth management technology leaders do not always have deep technical backgrounds, nor do they always have a Chief Technology Officer title. Nevertheless, they are accountable for developing the technology roadmap for their firms. They select technologies, implement, integrate, and interface with their firm’s service providers. They are accountable to make their advisor and client facing...
Industry thought leaders at T3 and Oasis Group partner with Sora Finance, paving the way for financial advisors as they navigate today's complex liability landscape for HNW and UHNW clients SAN FRANCISCO, Dec. 6, 2023 -- Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act...
Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This contrasts with the 60/40 approach that had been the traditional investment framework utilized by investment advisors for their clients previously.
