Vantage Point Peaks for Custodian Platforms
The Oasis Group’s 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 first study of the research series is the Vantage Point Peaks for Custodian Platforms, which focuses on the registered investment adviser and broker-dealer custodian market and is available to RIA and BD executives, as well as family offices and private wealth firms, interested in new custodian relationships. Our research provides wealth management executives with an empirical analysis of the leading custodians’ capabilities, as well as an unbiased comparison of each custodian’s capabilities relative to others in the marketplace.
The Vantage Point Peaks for Custodian Platforms features a comprehensive overview of the custodian market, as well as in-depth reports on each custodian, including Schwab, Pershing, Fidelity, Altruist, Apex Fintech Solutions, Goldman Sachs, TradePMR, Hilltop Securities, Innovayte, and RBC Clearing & Custody.
Click here to purchase the full report and/or fill out the form below for a free preview and overview of our custodian research.
