Peaks Research for Wealth Platforms
The third study of The Oasis Group’s Peaks Research series is the Peaks Research for Wealth Platforms. Wealth management firms play a crucial role in the investment management landscape, providing tailored financial advice to clients. The wealth platforms that serve these wealth management firms are integral to the smooth functioning of investment operations, offering services ranging from digital account opening, trading, and rebalancing, fee billing, to a unified web-based and mobile app client experience.
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 intent of the Peaks Research for Wealth Platforms is to educate the wealth management buyer. This study examines 10 of the top wealth platforms serving the wealth management community (Addepar, Advisor360°, AdvisorEngine, Advyzon, d1g1t, Envestnet, Masttro, Orion, Private Wealth Systems, and SS&C Black Diamond), highlighting their ideal customer personas, strengths, opportunities to improve their offering, and relative market positions. Collectively, these platforms represent over $25 trillion in assets under administration. Wealth management firms reviewing wealth platform options in the marketplace can use this research to create a short list of wealth platform providers based on their requirements.
Similar to our groundbreaking research on Custodian Platforms, The Oasis Group created a Peaks Perspective Chart for wealth platforms that can only be found in the Peaks Research for Wealth Platforms report.
Click the button below to purchase the full report, featuring the Peaks Perspective Chart for wealth platforms, an in-depth, empirical, competitive analysis of the leading wealth management technology service providers, and more.
